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AEPGX vs FTADX
AEPGX vs FTADX Comparison
Open Charts AEPGX vs FTADX
American Funds EUPAC A
Price$63.55
Change-$0.38 (-0.59%)
VolumeN/A
Net Assets134.63B
Fidelity Advisor International Discv M
Price$59.26
Change-$0.78 (-1.30%)
VolumeN/A
Net Assets12.49B
AEPGX vs FTADX Comparison Chart in %
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AEPGX vs. FTADX commentary
Feb 06, 2026
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 FTADX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 135B vs. FTADX (12.5B). AEPGX pays higher dividends than FTADX: AEPGX (2.60) vs FTADX (2.39). AEPGX was incepted earlier than FTADX: AEPGX (42 years) vs FTADX (21 years). FTADX (1.20) is less costly to investors than AEPGX (0.83). FTADX is a more actively managed with annual turnover of: 54.00 vs. AEPGX (35.00). 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 : 25.43 vs. AEPGX (16.25). FTADX return over 5 years is better than : 19.66 vs. AEPGX (-5.40).
| AEPGX | FTADX | AEPGX / FTADX | |
| Total Expense Ratio | 0.83 | 1.20 | 69% |
| Annual Report Gross Expense Ratio | 0.83 | 1.20 | 69% |
| Fund Existence | 42 years | 21 years | - |
| Gain YTD | 5.024 | 6.985 | 72% |
| Front Load | 6% | 4% | 164% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 12.5B | 1,080% |
| Annual Yield % from dividends | 2.60 | 2.39 | 108% |
| Returns for 1 year | 16.25 | 25.43 | 64% |
| Returns for 3 years | 24.91 | 52.38 | 48% |
| Returns for 5 years | -5.40 | 19.66 | -27% |
| Returns for 10 years | 65.94 | 85.78 | 77% |
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