Interact to see
Advertisement
Advertisement
AEPGX vs FZAIX
AEPGX vs FZAIX Comparison
Open Charts AEPGX vs FZAIX
American Funds EUPAC A
Price$63.18
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets134.63B
Fidelity Advisor International Discv Z
Price$59.50
Change-$0.27 (-0.45%)
VolumeN/A
Net Assets11.97B
AEPGX vs FZAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPGX vs. FZAIX commentary
Jan 15, 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 FZAIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 135B vs. FZAIX (12B). FZAIX pays higher dividends than AEPGX: FZAIX (3.10) vs AEPGX (2.73). AEPGX was incepted earlier than FZAIX: AEPGX (42 years) vs FZAIX (12 years). AEPGX (0.83) is less costly to investors than FZAIX (0.50). FZAIX is a more actively managed with annual turnover of: 44.00 vs. AEPGX (35.00). FZAIX has a lower initial minimum investment than AEPGX: FZAIX (0) vs AEPGX (250). FZAIX annual gain was more profitable for investors over the last year : 31.04 vs. AEPGX (20.97). FZAIX return over 5 years is better than : 22.47 vs. AEPGX (-4.02).
| AEPGX | FZAIX | AEPGX / FZAIX | |
| Total Expense Ratio | 0.83 | 0.50 | 166% |
| Annual Report Gross Expense Ratio | 0.83 | 0.50 | 166% |
| Fund Existence | 42 years | 12 years | - |
| Gain YTD | 4.412 | 5.322 | 83% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 12B | 1,125% |
| Annual Yield % from dividends | 2.73 | 3.10 | 88% |
| Returns for 1 year | 20.97 | 31.04 | 68% |
| Returns for 3 years | 26.89 | 55.44 | 49% |
| Returns for 5 years | -4.02 | 22.47 | -18% |
| Returns for 10 years | 64.69 | 88.96 | 73% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DIVY | 27.17 | 0.31 | +1.14% |
| Sound Equity Dividend Income ETF | |||
| AVUV | 107.58 | 0.54 | +0.50% |
| Avantis US Small Cap Value ETF | |||
| HWSM | 27.56 | N/A | N/A |
| Hotchkis & Wiley SMID Cap Divers Val Fd | |||
| XMAR | 40.02 | -0.01 | -0.01% |
| FT Vest U.S. Eq Enh & ModBufETF-Mar | |||
| IXP | 120.71 | -0.34 | -0.28% |
| iShares Global Comm Services ETF | |||