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AEPFX vs FZAIX
AEPFX vs FZAIX Comparison
Open Charts AEPFX vs FZAIX
American Funds EUPAC F2
Price$65.19
Change-$0.28 (-0.43%)
VolumeN/A
Net Assets137.06B
Fidelity Advisor International Discv Z
Price$59.61
Change-$0.22 (-0.37%)
VolumeN/A
Net Assets11.82B
AEPFX vs FZAIX Comparison Chart in %
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AEPFX vs. FZAIX commentary
Oct 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AEPFX is a Buy and FZAIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. FZAIX (11.8B). FZAIX pays higher dividends than AEPFX: FZAIX (2.45) vs AEPFX (0.82). AEPFX was incepted earlier than FZAIX: AEPFX (17 years) vs FZAIX (12 years). AEPFX (0.58) is less costly to investors than FZAIX (0.50). FZAIX is a more actively managed with annual turnover of: 44.00 vs. AEPFX (35.00). FZAIX has a lower initial minimum investment than AEPFX: FZAIX (0) vs AEPFX (250). FZAIX annual gain was more profitable for investors over the last year : 19.20 vs. AEPFX (11.34). FZAIX return over 5 years is better than : 34.15 vs. AEPFX (16.92).
| AEPFX | FZAIX | AEPFX / FZAIX | |
| Total Expense Ratio | 0.58 | 0.50 | 116% |
| Annual Report Gross Expense Ratio | 0.58 | 0.50 | 116% |
| Fund Existence | 17 years | 12 years | - |
| Gain YTD | 21.714 | 25.205 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 11.8B | 1,161% |
| Annual Yield % from dividends | 0.82 | 2.45 | 34% |
| Returns for 1 year | 11.34 | 19.20 | 59% |
| Returns for 3 years | 51.66 | 75.51 | 68% |
| Returns for 5 years | 16.92 | 34.15 | 50% |
| Returns for 10 years | 50.44 | 63.94 | 79% |
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