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AEPGX vs FTADX
AEPGX vs FTADX Comparison
Open Charts AEPGX vs FTADX
American Funds EUPAC A
Price$61.50
Change-$0.32 (-0.52%)
VolumeN/A
Net Assets135.06B
Fidelity Advisor International Discv M
Price$56.65
Change-$0.09 (-0.16%)
VolumeN/A
Net Assets11.3B
AEPGX vs FTADX Comparison Chart in %
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AEPGX vs. FTADX 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 FTADX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 135B 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 (0.83). FTADX is a more actively managed with annual turnover of: 44.00 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 : 19.30 vs. AEPGX (9.80). FTADX return over 5 years is better than : 31.05 vs. AEPGX (14.88).
| AEPGX | FTADX | AEPGX / FTADX | |
| Total Expense Ratio | 0.83 | 1.12 | 74% |
| Annual Report Gross Expense Ratio | 0.83 | 1.12 | 74% |
| Fund Existence | 41 years | 21 years | - |
| Gain YTD | 14.482 | 20.174 | 72% |
| Front Load | 6% | 4% | 164% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 11.3B | 1,195% |
| Annual Yield % from dividends | 0.69 | 1.98 | 35% |
| Returns for 1 year | 9.80 | 19.30 | 51% |
| Returns for 3 years | 30.04 | 50.93 | 59% |
| Returns for 5 years | 14.88 | 31.05 | 48% |
| Returns for 10 years | 28.76 | 45.59 | 63% |
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