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AEPGX vs FTADX
AEPGX vs FTADX Comparison
Open Charts AEPGX vs FTADX
American Funds EUPAC A
Price$60.74
Change+$0.13 (+0.21%)
VolumeN/A
Net Assets134.48B
Fidelity Advisor International Discv M
Price$55.83
Change+$0.13 (+0.23%)
VolumeN/A
Net Assets11.3B
AEPGX vs FTADX Comparison Chart in %
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AEPGX vs. FTADX 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 FTADX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 134B vs. FTADX (11.3B). FTADX pays higher dividends than AEPGX: FTADX (1.98) vs AEPGX (0.69). AEPGX was incepted earlier than FTADX: AEPGX (41 years) vs FTADX (21 years). FTADX (1.12) is less costly to investors than AEPGX (0.85). FTADX is a more actively managed with annual turnover of: 44.00 vs. AEPGX (30.00). AEPGX initial investment is less costly to investors than FTADX (4%) vs FTADX (4%). FTADX has a lower initial minimum investment than AEPGX: FTADX (0) vs AEPGX (250). FTADX annual gain was more profitable for investors over the last year : 14.37 vs. AEPGX (5.28). FTADX return over 5 years is better than : 34.03 vs. AEPGX (17.03).
| AEPGX | FTADX | AEPGX / FTADX | |
| Total Expense Ratio | 0.85 | 1.12 | 76% |
| Annual Report Gross Expense Ratio | 0.85 | 1.12 | 76% |
| Fund Existence | 41 years | 21 years | - |
| Gain YTD | 13.068 | 18.434 | 71% |
| Front Load | 6% | 4% | 164% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 11.3B | 1,186% |
| Annual Yield % from dividends | 0.69 | 1.98 | 35% |
| Returns for 1 year | 5.28 | 14.37 | 37% |
| Returns for 3 years | 29.77 | 51.51 | 58% |
| Returns for 5 years | 17.03 | 34.03 | 50% |
| Returns for 10 years | 27.52 | 46.83 | 59% |
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