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AEPGX vs FIVFX
AEPGX vs FIVFX Comparison
Open Charts AEPGX vs FIVFX
American Funds EUPAC A
Price$61.50
Change-$0.32 (-0.52%)
VolumeN/A
Net Assets135.06B
Fidelity International Capital Apprec
Price$29.73
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets4.31B
AEPGX vs FIVFX Comparison Chart in %
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AEPGX vs. FIVFX commentary
Jul 28, 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 FIVFX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 135B 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). FIVFX (0.84) and AEPGX (0.83) have similar cost to investors . FIVFX is a more actively managed with annual turnover of: 78.00 vs. AEPGX (35.00). FIVFX has a lower initial minimum investment than AEPGX: FIVFX (0) vs AEPGX (250). AEPGX annual gain was more profitable for investors over the last year : 9.80 vs. FIVFX (6.63). FIVFX return over 5 years is better than : 25.34 vs. AEPGX (14.88).
| AEPGX | FIVFX | AEPGX / FIVFX | |
| Total Expense Ratio | 0.83 | 0.84 | 99% |
| Annual Report Gross Expense Ratio | 0.83 | 0.84 | 99% |
| Fund Existence | 41 years | 31 years | - |
| Gain YTD | 14.482 | 8.815 | 164% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 4.31B | 3,132% |
| Annual Yield % from dividends | 0.69 | 0.64 | 109% |
| Returns for 1 year | 9.80 | 6.63 | 148% |
| Returns for 3 years | 30.04 | 43.90 | 68% |
| Returns for 5 years | 14.88 | 25.34 | 59% |
| Returns for 10 years | 28.76 | 74.56 | 39% |
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