AEPFX
Price
$60.63
Change
+$0.13 (+0.21%)
Updated
Jul 3 closing price
Net Assets
134.48B
FZAIX
Price
$56.56
Change
+$0.13 (+0.23%)
Updated
Jul 3 closing price
Net Assets
11.3B
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AEPFX vs FZAIX

Header iconAEPFX vs FZAIX Comparison
Open Charts AEPFX vs FZAIXBanner chart's image
American Funds EUPAC F2
Price$60.63
Change+$0.13 (+0.21%)
VolumeN/A
Net Assets134.48B
Fidelity Advisor International Discv Z
Price$56.56
Change+$0.13 (+0.23%)
VolumeN/A
Net Assets11.3B
AEPFX vs FZAIX Comparison Chart in %
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AEPFX vs. FZAIX commentary
Jul 07, 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 Buy.

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FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 134B vs. FZAIX (11.3B). FZAIX pays higher dividends than AEPFX: FZAIX (2.56) vs AEPFX (0.87). AEPFX was incepted earlier than FZAIX: AEPFX (17 years) vs FZAIX (12 years). AEPFX (0.57) is less costly to investors than FZAIX (0.50). FZAIX is a more actively managed with annual turnover of: 44.00 vs. AEPFX (30.00). 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 : 15.07 vs. AEPFX (5.52). FZAIX return over 5 years is better than : 38.71 vs. AEPFX (20.04).
AEPFXFZAIXAEPFX / FZAIX
Total Expense Ratio0.570.50114%
Annual Report Gross Expense Ratio0.570.50114%
Fund Existence17 years12 years-
Gain YTD13.20018.79970%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets134B11.3B1,186%
Annual Yield % from dividends0.872.5634%
Returns for 1 year5.5215.0737%
Returns for 3 years32.2754.5259%
Returns for 5 years20.0438.7152%
Returns for 10 years34.4451.7067%
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