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AEPGX vs FTADX
AEPGX vs FTADX Comparison
Open Charts AEPGX vs FTADX
American Funds EUPAC A
Price$62.62
Change+$0.42 (+0.68%)
VolumeN/A
Net Assets133.49B
Fidelity Advisor International Discv M
Price$57.39
Change+$0.75 (+1.32%)
VolumeN/A
Net Assets11.4B
AEPGX vs FTADX Comparison Chart in %
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AEPGX vs. FTADX commentary
Sep 09, 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: 133B vs. FTADX (11.4B). FTADX pays higher dividends than AEPGX: FTADX (1.97) vs AEPGX (0.68). 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 : 18.30 vs. AEPGX (11.19). FTADX return over 5 years is better than : 26.71 vs. AEPGX (12.95).
| 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 | 16.567 | 20.153 | 82% |
| Front Load | 6% | 4% | 164% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 11.4B | 1,167% |
| Annual Yield % from dividends | 0.68 | 1.97 | 34% |
| Returns for 1 year | 11.19 | 18.30 | 61% |
| Returns for 3 years | 31.89 | 52.67 | 61% |
| Returns for 5 years | 12.95 | 26.71 | 48% |
| Returns for 10 years | 40.66 | 56.00 | 73% |
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