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AEPFX vs IDVSX
AEPFX vs IDVSX Comparison
Open Charts AEPFX vs IDVSX
American Funds EUPAC F2
Price$63.77
Change-$1.68 (-2.57%)
VolumeN/A
Net Assets134.63B
Morgan Stanley Inst Intl Advtg R6
Price$27.83
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.63B
AEPFX vs IDVSX Comparison Chart in %
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AEPFX vs. IDVSX commentary
Feb 05, 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 Buy and IDVSX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 135B vs. IDVSX (2.63B). AEPFX pays higher dividends than IDVSX: AEPFX (2.77) vs IDVSX (0.00). AEPFX was incepted earlier than IDVSX: AEPFX (18 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). AEPFX annual gain was more profitable for investors over the last year : 18.64 vs. IDVSX (9.14). IDVSX return over 5 years is better than : -0.07 vs. AEPFX (-1.75).
| AEPFX | IDVSX | AEPFX / IDVSX | |
| Total Expense Ratio | 0.58 | 0.89 | 65% |
| Annual Report Gross Expense Ratio | 0.58 | 0.89 | 65% |
| Fund Existence | 18 years | 8 years | - |
| Gain YTD | 5.667 | -0.322 | -1,758% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 2.63B | 5,129% |
| Annual Yield % from dividends | 2.77 | 0.00 | - |
| Returns for 1 year | 18.64 | 9.14 | 204% |
| Returns for 3 years | 26.58 | 25.52 | 104% |
| Returns for 5 years | -1.75 | -0.07 | 2,577% |
| Returns for 10 years | 76.37 | N/A | - |
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