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AEPFX vs IDVSX
AEPFX vs IDVSX Comparison
Open Charts AEPFX vs IDVSX
American Funds EUPAC F2
Price$65.86
Change-$1.13 (-1.69%)
VolumeN/A
Net Assets138.83B
Morgan Stanley Inst Intl Advtg R6
Price$27.88
Change-$0.48 (-1.69%)
VolumeN/A
Net Assets2.78B
AEPFX vs IDVSX Comparison Chart in %
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AEPFX vs. IDVSX commentary
Nov 14, 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: 139B vs. IDVSX (2.78B). AEPFX pays higher dividends than IDVSX: AEPFX (0.80) vs IDVSX (0.21). 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). AEPFX (17.54) and IDVSX (17.43) have marching annual gain over last year. AEPFX return over 5 years is better than : 13.41 vs. IDVSX (10.82).
| 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 | 25.075 | 16.515 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 2.78B | 4,998% |
| Annual Yield % from dividends | 0.80 | 0.21 | 377% |
| Returns for 1 year | 17.54 | 17.43 | 101% |
| Returns for 3 years | 39.71 | 36.00 | 110% |
| Returns for 5 years | 13.41 | 10.82 | 124% |
| Returns for 10 years | 57.09 | N/A | - |
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