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AEPFX vs FZAIX
AEPFX vs FZAIX Comparison
Open Charts AEPFX vs FZAIX
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.
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).
| AEPFX | FZAIX | AEPFX / FZAIX | |
| Total Expense Ratio | 0.57 | 0.50 | 114% |
| Annual Report Gross Expense Ratio | 0.57 | 0.50 | 114% |
| Fund Existence | 17 years | 12 years | - |
| Gain YTD | 13.200 | 18.799 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 11.3B | 1,186% |
| Annual Yield % from dividends | 0.87 | 2.56 | 34% |
| Returns for 1 year | 5.52 | 15.07 | 37% |
| Returns for 3 years | 32.27 | 54.52 | 59% |
| Returns for 5 years | 20.04 | 38.71 | 52% |
| Returns for 10 years | 34.44 | 51.70 | 67% |
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