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AEPGX vs IDVSX
AEPGX vs IDVSX Comparison
Open Charts AEPGX vs IDVSX
American Funds EUPAC A
Price$65.92
Change-$1.13 (-1.69%)
VolumeN/A
Net Assets138.83B
Morgan Stanley Inst Intl Advtg R6
Price$27.88
Change-$0.48 (-1.69%)
VolumeN/A
Net Assets2.78B
AEPGX vs IDVSX Comparison Chart in %
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AEPGX vs. IDVSX commentary
Nov 14, 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 IDVSX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 139B vs. IDVSX (2.78B). AEPGX pays higher dividends than IDVSX: AEPGX (0.64) vs IDVSX (0.21). AEPGX was incepted earlier than IDVSX: AEPGX (42 years) vs IDVSX (7 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). IDVSX (17.43) and AEPGX (17.26) have marching annual gain over last year. IDVSX (10.82) and AEPGX (10.57) have equivalent 5 years return.
| 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 | 7 years | - |
| Gain YTD | 24.814 | 16.515 | 150% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 2.78B | 4,998% |
| Annual Yield % from dividends | 0.64 | 0.21 | 299% |
| Returns for 1 year | 17.26 | 17.43 | 99% |
| Returns for 3 years | 37.09 | 36.00 | 103% |
| Returns for 5 years | 10.57 | 10.82 | 98% |
| Returns for 10 years | 48.98 | N/A | - |
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