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AEPGX vs FADIX
AEPGX vs FADIX Comparison
Open Charts AEPGX vs FADIX
American Funds EUPAC A
Price$66.04
Change-$0.43 (-0.65%)
VolumeN/A
Net Assets134.15B
Fidelity Advisor Diversified Intl M
Price$26.81
Change-$4.10 (-13.26%)
VolumeN/A
Net Assets1.61B
AEPGX vs FADIX Comparison Chart in %
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AEPGX vs. FADIX commentary
Dec 13, 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 AEPGX is a Buy and FADIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 134B vs. FADIX (1.62B). FADIX pays higher dividends than AEPGX: FADIX (1.09) vs AEPGX (0.64). AEPGX was incepted earlier than FADIX: AEPGX (42 years) vs FADIX (27 years). FADIX (1.37) is less costly to investors than AEPGX (0.83). FADIX is a more actively managed with annual turnover of: 37.00 vs. AEPGX (35.00). AEPGX initial investment is less costly to investors than FADIX (4%) vs FADIX (4%). FADIX has a lower initial minimum investment than AEPGX: FADIX (0) vs AEPGX (250). FADIX annual gain was more profitable for investors over the last year : 14.83 vs. AEPGX (13.86). FADIX return over 5 years is better than : 14.38 vs. AEPGX (3.94).
| AEPGX | FADIX | AEPGX / FADIX | |
| Total Expense Ratio | 0.83 | 1.37 | 61% |
| Annual Report Gross Expense Ratio | 0.83 | 1.37 | 61% |
| Fund Existence | 42 years | 27 years | - |
| Gain YTD | 23.734 | 25.684 | 92% |
| Front Load | 6% | 4% | 164% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 1.62B | 8,297% |
| Annual Yield % from dividends | 0.64 | 1.09 | 59% |
| Returns for 1 year | 13.86 | 14.83 | 93% |
| Returns for 3 years | 34.46 | 40.70 | 85% |
| Returns for 5 years | 3.94 | 14.38 | 27% |
| Returns for 10 years | 51.71 | 65.63 | 79% |
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