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AEPGX vs FDVIX
AEPGX vs FDVIX Comparison
Open Charts AEPGX vs FDVIX
American Funds EUPAC A
Price$65.27
Change-$0.27 (-0.41%)
VolumeN/A
Net Assets137.06B
Fidelity Advisor Diversified Intl I
Price$31.19
Change-$0.08 (-0.26%)
VolumeN/A
Net Assets1.6B
AEPGX vs FDVIX Comparison Chart in %
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AEPGX vs. FDVIX commentary
Oct 21, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. FDVIX (1.6B). FDVIX pays higher dividends than AEPGX: FDVIX (1.47) vs AEPGX (0.65). AEPGX was incepted earlier than FDVIX: AEPGX (42 years) vs FDVIX (27 years). FDVIX (0.87) and AEPGX (0.83) have similar cost to investors . FDVIX is a more actively managed with annual turnover of: 37.00 vs. AEPGX (35.00). FDVIX has a lower initial minimum investment than AEPGX: FDVIX (0) vs AEPGX (250). AEPGX (11.10) and FDVIX (10.74) have marching annual gain over last year. FDVIX return over 5 years is better than : 21.10 vs. AEPGX (14.00).
| AEPGX | FDVIX | AEPGX / FDVIX | |
| Total Expense Ratio | 0.83 | 0.87 | 95% |
| Annual Report Gross Expense Ratio | 0.83 | 0.87 | 95% |
| Fund Existence | 42 years | 27 years | - |
| Gain YTD | 21.500 | 22.892 | 94% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.6B | 8,552% |
| Annual Yield % from dividends | 0.65 | 1.47 | 44% |
| Returns for 1 year | 11.10 | 10.74 | 103% |
| Returns for 3 years | 48.85 | 56.78 | 86% |
| Returns for 5 years | 14.00 | 21.10 | 66% |
| Returns for 10 years | 42.69 | 61.29 | 70% |
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