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AEPGX vs FZAIX
AEPGX vs FZAIX Comparison
Open Charts AEPGX vs FZAIX
American Funds EUPAC A
Price$59.01
Change-$0.80 (-1.34%)
VolumeN/A
Net Assets132.56B
Fidelity Advisor International Discv Z
Price$55.24
Change-$0.68 (-1.22%)
VolumeN/A
Net Assets10.88B
AEPGX vs FZAIX Comparison Chart
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AEPGX vs. FZAIX commentary
Jun 15, 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 FZAIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 133B vs. FZAIX (10.9B). FZAIX pays higher dividends than AEPGX: FZAIX (2.66) vs AEPGX (1.03). AEPGX was incepted earlier than FZAIX: AEPGX (41 years) vs FZAIX (12 years). AEPGX (0.85) is less costly to investors than FZAIX (0.50). FZAIX is a more actively managed with annual turnover of: 44.00 vs. AEPGX (30.00). 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 : 14.00 vs. AEPGX (3.58). FZAIX return over 5 years is better than : 41.33 vs. AEPGX (19.06).
| AEPGX | FZAIX | AEPGX / FZAIX | |
| Total Expense Ratio | 0.85 | 0.50 | 170% |
| Annual Report Gross Expense Ratio | 0.85 | 0.50 | 170% |
| Fund Existence | 41 years | 12 years | - |
| Gain YTD | 9.847 | 16.026 | 61% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 10.9B | 1,220% |
| Annual Yield % from dividends | 1.03 | 2.66 | 39% |
| Returns for 1 year | 3.58 | 14.00 | 26% |
| Returns for 3 years | 25.86 | 50.44 | 51% |
| Returns for 5 years | 19.06 | 41.33 | 46% |
| Returns for 10 years | 21.91 | 46.19 | 47% |
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