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AEPFX vs FZAIX
AEPFX vs FZAIX Comparison
Open Charts AEPFX vs FZAIX
American Funds EUPAC F2
Price$61.40
Change-$0.32 (-0.52%)
VolumeN/A
Net Assets135.06B
Fidelity Advisor International Discv Z
Price$57.42
Change-$0.09 (-0.16%)
VolumeN/A
Net Assets11.3B
AEPFX vs FZAIX Comparison Chart in %
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AEPFX vs. FZAIX commentary
Jul 28, 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 Hold and FZAIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 135B 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 (0.58) 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 : 20.02 vs. AEPFX (10.06). FZAIX return over 5 years is better than : 35.64 vs. AEPFX (17.85).
| 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 | 14.638 | 20.605 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 11.3B | 1,195% |
| Annual Yield % from dividends | 0.87 | 2.56 | 34% |
| Returns for 1 year | 10.06 | 20.02 | 50% |
| Returns for 3 years | 32.51 | 53.96 | 60% |
| Returns for 5 years | 17.85 | 35.64 | 50% |
| Returns for 10 years | 35.74 | 50.43 | 71% |
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