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AEPFX vs IDVSX
AEPFX vs IDVSX Comparison
Open Charts AEPFX vs IDVSX
American Funds EUPAC F2
Price$65.71
Change+$0.52 (+0.80%)
VolumeN/A
Net Assets134.15B
Morgan Stanley Inst Intl Advtg R6
Price$27.87
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets2.72B
AEPFX vs IDVSX Comparison Chart in %
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AEPFX vs. IDVSX commentary
Dec 04, 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 (2.72B). AEPFX pays higher dividends than IDVSX: AEPFX (0.81) 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). AEPFX (12.70) and IDVSX (12.42) have marching annual gain over last year. IDVSX return over 5 years is better than : 7.75 vs. AEPFX (5.23).
| 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 | 21.490 | 14.938 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 2.72B | 4,923% |
| Annual Yield % from dividends | 0.81 | 0.22 | 376% |
| Returns for 1 year | 12.70 | 12.42 | 102% |
| Returns for 3 years | 32.18 | 33.58 | 96% |
| Returns for 5 years | 5.23 | 7.75 | 67% |
| Returns for 10 years | 50.19 | N/A | - |
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