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AEPFX vs IDVSX
AEPFX vs IDVSX Comparison
Open Charts AEPFX vs IDVSX
American Funds EUPAC F2
Price$60.44
Change+$0.16 (+0.27%)
VolumeN/A
Net Assets134.15B
Morgan Stanley Inst Intl Advtg R6
Price$28.07
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets2.7B
AEPFX vs IDVSX Comparison Chart in %
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AEPFX vs. IDVSX commentary
Dec 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 Buy and IDVSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 134B vs. IDVSX (2.7B). AEPFX pays higher dividends than IDVSX: AEPFX (0.81) vs IDVSX (0.22). AEPFX was incepted earlier than IDVSX: AEPFX (17 years) vs IDVSX (8 years). IDVSX (0.89) is less costly to investors than AEPFX (0.58). AEPFX is a more actively managed with annual turnover of: 35.00 vs. IDVSX (26.00). AEPFX has a lower initial minimum investment than IDVSX: AEPFX (250) vs IDVSX (5000000). IDVSX annual gain was more profitable for investors over the last year : 15.14 vs. AEPFX (11.76). IDVSX return over 5 years is better than : 5.59 vs. AEPFX (-5.15).
| AEPFX | IDVSX | AEPFX / IDVSX | |
| Total Expense Ratio | 0.58 | 0.89 | 65% |
| Annual Report Gross Expense Ratio | 0.58 | 0.89 | 65% |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | 12.845 | 16.473 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 2.7B | 4,957% |
| Annual Yield % from dividends | 0.81 | 0.22 | 376% |
| Returns for 1 year | 11.76 | 15.14 | 78% |
| Returns for 3 years | 27.70 | 48.40 | 57% |
| Returns for 5 years | -5.15 | 5.59 | -92% |
| Returns for 10 years | 45.15 | N/A | - |
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