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AEPGX vs FIVFX
AEPGX vs FIVFX Comparison
Open Charts AEPGX vs FIVFX
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.
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).
| AEPGX | FIVFX | AEPGX / FIVFX | |
| Total Expense Ratio | 0.85 | 0.84 | 101% |
| Annual Report Gross Expense Ratio | 0.85 | 0.84 | 101% |
| Fund Existence | 41 years | 31 years | - |
| Gain YTD | 13.068 | 18.736 | 70% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 4.31B | 3,109% |
| Annual Yield % from dividends | 0.69 | 0.64 | 109% |
| Returns for 1 year | 5.28 | 13.31 | 40% |
| Returns for 3 years | 29.77 | 65.34 | 46% |
| Returns for 5 years | 17.03 | 43.35 | 39% |
| Returns for 10 years | 27.52 | 93.03 | 30% |
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