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AEPFX vs IDVSX
AEPFX vs IDVSX Comparison
Open Charts AEPFX vs IDVSX
American Funds EUPAC F2
Price$65.19
Change-$0.28 (-0.43%)
VolumeN/A
Net Assets137.06B
Morgan Stanley Inst Intl Advtg R6
Price$28.36
Change+$0.28 (+1.00%)
VolumeN/A
Net Assets2.77B
AEPFX vs IDVSX Comparison Chart in %
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AEPFX vs. IDVSX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. IDVSX (2.77B). AEPFX pays higher dividends than IDVSX: AEPFX (0.82) vs IDVSX (0.22). AEPFX was incepted earlier than IDVSX: AEPFX (17 years) vs IDVSX (7 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 : 14.37 vs. AEPFX (11.34). AEPFX return over 5 years is better than : 16.92 vs. IDVSX (13.36).
| 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 | 7 years | - |
| Gain YTD | 21.714 | 16.515 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.77B | 4,951% |
| Annual Yield % from dividends | 0.82 | 0.22 | 379% |
| Returns for 1 year | 11.34 | 14.37 | 79% |
| Returns for 3 years | 51.66 | 59.64 | 87% |
| Returns for 5 years | 16.92 | 13.36 | 127% |
| Returns for 10 years | 50.44 | N/A | - |
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