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AEPGX vs FDVIX
AEPGX vs FDVIX Comparison
Open Charts AEPGX vs FDVIX
American Funds EUPAC A
Price$59.01
Change-$0.80 (-1.34%)
VolumeN/A
Net Assets134.41B
Fidelity Advisor Diversified Intl I
Price$29.47
Change-$0.39 (-1.31%)
VolumeN/A
Net Assets1.52B
AEPGX vs FDVIX Comparison Chart
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AEPGX vs. FDVIX commentary
Jun 15, 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 FDVIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 134B vs. FDVIX (1.52B). FDVIX pays higher dividends than AEPGX: FDVIX (1.56) vs AEPGX (1.03). AEPGX was incepted earlier than FDVIX: AEPGX (41 years) vs FDVIX (27 years). FDVIX (0.87) and AEPGX (0.85) have similar cost to investors . FDVIX is a more actively managed with annual turnover of: 33.00 vs. AEPGX (30.00). FDVIX has a lower initial minimum investment than AEPGX: FDVIX (0) vs AEPGX (250). FDVIX annual gain was more profitable for investors over the last year : 10.01 vs. AEPGX (3.58). FDVIX return over 5 years is better than : 32.35 vs. AEPGX (19.06).
| AEPGX | FDVIX | AEPGX / FDVIX | |
| Total Expense Ratio | 0.85 | 0.87 | 98% |
| Annual Report Gross Expense Ratio | 0.85 | 0.87 | 98% |
| Fund Existence | 41 years | 27 years | - |
| Gain YTD | 9.847 | 17.652 | 56% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 1.52B | 8,839% |
| Annual Yield % from dividends | 1.03 | 1.56 | 66% |
| Returns for 1 year | 3.58 | 10.01 | 36% |
| Returns for 3 years | 25.86 | 41.25 | 63% |
| Returns for 5 years | 19.06 | 32.35 | 59% |
| Returns for 10 years | 21.91 | 46.88 | 47% |
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