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AEPFX vs FZAIX
AEPFX vs FZAIX Comparison
Open Charts AEPFX vs FZAIX
American Funds EUPAC F2
Price$63.02
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets134.63B
Fidelity Advisor International Discv Z
Price$59.68
Change+$0.18 (+0.30%)
VolumeN/A
Net Assets11.97B
AEPFX vs FZAIX Comparison Chart in %
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AEPFX vs. FZAIX commentary
Jan 15, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 135B vs. FZAIX (12B). FZAIX pays higher dividends than AEPFX: FZAIX (3.10) vs AEPFX (2.91). 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 : 30.01 vs. AEPFX (21.25). FZAIX return over 5 years is better than : 23.86 vs. AEPFX (-1.76).
| 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 | 4.424 | 4.846 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 12B | 1,125% |
| Annual Yield % from dividends | 2.91 | 3.10 | 94% |
| Returns for 1 year | 21.25 | 30.01 | 71% |
| Returns for 3 years | 27.83 | 54.74 | 51% |
| Returns for 5 years | -1.76 | 23.86 | -7% |
| Returns for 10 years | 74.04 | 88.11 | 84% |
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