Interact to see
Advertisement
Advertisement
AEPGX vs FIDZX
AEPGX vs FIDZX Comparison
Open Charts AEPGX vs FIDZX
American Funds EUPAC A
Price$62.20
Change+$0.33 (+0.53%)
VolumeN/A
Net Assets133.49B
Fidelity Advisor Intl Cap App Z
Price$37.57
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets15.44B
AEPGX vs FIDZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPGX vs. FIDZX commentary
Sep 08, 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 Hold and FIDZX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 133B vs. FIDZX (15.4B). FIDZX pays higher dividends than AEPGX: FIDZX (0.72) vs AEPGX (0.68). AEPGX was incepted earlier than FIDZX: AEPGX (41 years) vs FIDZX (9 years). AEPGX (0.83) is less costly to investors than FIDZX (0.75). FIDZX is a more actively managed with annual turnover of: 63.00 vs. AEPGX (35.00). FIDZX has a lower initial minimum investment than AEPGX: FIDZX (0) vs AEPGX (250). FIDZX annual gain was more profitable for investors over the last year : 16.26 vs. AEPGX (8.68). FIDZX return over 5 years is better than : 46.17 vs. AEPGX (11.80).
| AEPGX | FIDZX | AEPGX / FIDZX | |
| Total Expense Ratio | 0.83 | 0.75 | 111% |
| Annual Report Gross Expense Ratio | 0.83 | 0.75 | 111% |
| Fund Existence | 41 years | 9 years | - |
| Gain YTD | 15.786 | 17.480 | 90% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 15.4B | 864% |
| Annual Yield % from dividends | 0.68 | 0.72 | 94% |
| Returns for 1 year | 8.68 | 16.26 | 53% |
| Returns for 3 years | 35.42 | 67.74 | 52% |
| Returns for 5 years | 11.80 | 46.17 | 26% |
| Returns for 10 years | 40.20 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SEF | 32.05 | 0.57 | +1.80% |
| ProShares Short Financials | |||
| NAC | 11.38 | 0.13 | +1.16% |
| Nuveen California Quality Municipal Income Fund | |||
| GVAL | 28.95 | 0.24 | +0.84% |
| Cambria Global Value ETF | |||
| VETZ | 19.97 | 0.13 | +0.68% |
| Academy Veteran Impact ETF | |||
| RAA | 26.59 | 0.08 | +0.28% |
| SMI 3Fourteen REAL Asset Allocation ETF | |||