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AEPGX vs IDVSX
AEPGX vs IDVSX Comparison
Open Charts AEPGX vs IDVSX
American Funds EUPAC A
Price$65.76
Change+$0.51 (+0.78%)
VolumeN/A
Net Assets134.15B
Morgan Stanley Inst Intl Advtg R6
Price$27.87
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets2.72B
AEPGX vs IDVSX Comparison Chart in %
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AEPGX vs. IDVSX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 134B vs. IDVSX (2.72B). AEPGX pays higher dividends than IDVSX: AEPGX (0.64) vs IDVSX (0.22). 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). AEPGX (12.44) and IDVSX (12.42) have marching annual gain over last year. IDVSX return over 5 years is better than : 7.75 vs. AEPGX (2.59).
| 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 | 21.221 | 14.938 | 142% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 2.72B | 4,923% |
| Annual Yield % from dividends | 0.64 | 0.22 | 298% |
| Returns for 1 year | 12.44 | 12.42 | 100% |
| Returns for 3 years | 29.72 | 33.58 | 89% |
| Returns for 5 years | 2.59 | 7.75 | 33% |
| Returns for 10 years | 42.43 | N/A | - |
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