AEPGX
Price
$60.74
Change
+$0.13 (+0.21%)
Updated
Jul 3 closing price
Net Assets
134.48B
FIVFX
Price
$32.70
Change
+$0.18 (+0.55%)
Updated
Jul 3 closing price
Net Assets
4.31B
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AEPGX vs FIVFX

Header iconAEPGX vs FIVFX Comparison
Open Charts AEPGX vs FIVFXBanner chart's image
American Funds EUPAC A
Price$60.74
Change+$0.13 (+0.21%)
VolumeN/A
Net Assets134.48B
Fidelity International Capital Apprec
Price$32.70
Change+$0.18 (+0.55%)
VolumeN/A
Net Assets4.31B
AEPGX vs FIVFX Comparison Chart in %
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AEPGX vs. FIVFX commentary
Jul 07, 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 FIVFX is a Buy.

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FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 134B vs. FIVFX (4.31B). AEPGX pays higher dividends than FIVFX: AEPGX (0.69) vs FIVFX (0.64). AEPGX was incepted earlier than FIVFX: AEPGX (41 years) vs FIVFX (31 years). AEPGX (0.85) and FIVFX (0.84) have similar cost to investors . FIVFX is a more actively managed with annual turnover of: 78.00 vs. AEPGX (30.00). FIVFX has a lower initial minimum investment than AEPGX: FIVFX (0) vs AEPGX (250). FIVFX annual gain was more profitable for investors over the last year : 13.31 vs. AEPGX (5.28). FIVFX return over 5 years is better than : 43.35 vs. AEPGX (17.03).
AEPGXFIVFXAEPGX / FIVFX
Total Expense Ratio0.850.84101%
Annual Report Gross Expense Ratio0.850.84101%
Fund Existence41 years31 years-
Gain YTD13.06818.73670%
Front Load6%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets134B4.31B3,109%
Annual Yield % from dividends0.690.64109%
Returns for 1 year5.2813.3140%
Returns for 3 years29.7765.3446%
Returns for 5 years17.0343.3539%
Returns for 10 years27.5293.0330%
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