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AEPGX vs IDVSX
AEPGX vs IDVSX Comparison
Open Charts AEPGX vs IDVSX
American Funds EUPAC A
Price$63.93
Change-$1.59 (-2.43%)
VolumeN/A
Net Assets134.63B
Morgan Stanley Inst Intl Advtg R6
Price$27.83
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.63B
AEPGX vs IDVSX Comparison Chart in %
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AEPGX vs. IDVSX commentary
Feb 05, 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 Buy and IDVSX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 135B vs. IDVSX (2.63B). AEPGX pays higher dividends than IDVSX: AEPGX (2.60) vs IDVSX (0.00). AEPGX was incepted earlier than IDVSX: AEPGX (42 years) vs IDVSX (8 years). IDVSX (0.89) is less costly to investors than AEPGX (0.83). AEPGX is a more actively managed with annual turnover of: 35.00 vs. IDVSX (26.00). AEPGX has a lower initial minimum investment than IDVSX: AEPGX (250) vs IDVSX (5000000). AEPGX annual gain was more profitable for investors over the last year : 18.38 vs. IDVSX (9.14). IDVSX return over 5 years is better than : -0.07 vs. AEPGX (-4.02).
| AEPGX | IDVSX | AEPGX / IDVSX | |
| Total Expense Ratio | 0.83 | 0.89 | 93% |
| Annual Report Gross Expense Ratio | 0.83 | 0.89 | 93% |
| Fund Existence | 42 years | 8 years | - |
| Gain YTD | 5.652 | -0.322 | -1,753% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 2.63B | 5,129% |
| Annual Yield % from dividends | 2.60 | 0.00 | - |
| Returns for 1 year | 18.38 | 9.14 | 201% |
| Returns for 3 years | 25.65 | 25.52 | 101% |
| Returns for 5 years | -4.02 | -0.07 | 5,928% |
| Returns for 10 years | 66.93 | N/A | - |
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