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FUEPX vs INDFX
FUEPX vs INDFX Comparison
Open Charts FUEPX vs INDFX
American Funds EUPAC 529-F-2
Price$67.12
Change+$0.50 (+0.75%)
VolumeN/A
Net Assets138.09B
Invesco International Diversified R5
Price$18.06
Change+$0.08 (+0.44%)
VolumeN/A
Net Assets1.5B
FUEPX vs INDFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FUEPX has more cash in the bank: 138B vs. INDFX (1.5B). INDFX pays higher dividends than FUEPX: INDFX (1.79) vs FUEPX (0.80). FUEPX was incepted earlier than INDFX: FUEPX (5 years) vs INDFX (6 years). INDFX (0.99) is less costly to investors than FUEPX (0.59). FUEPX is a more actively managed with annual turnover of: 35.00 vs. INDFX (8.00). FUEPX has a lower initial minimum investment than INDFX: FUEPX (250) vs INDFX (1000000). FUEPX annual gain was more profitable for investors over the last year : 17.54 vs. INDFX (12.42). FUEPX return over 5 years is better than : 13.38 vs. INDFX (-9.44).
| FUEPX | INDFX | FUEPX / INDFX | |
| Total Expense Ratio | 0.59 | 0.99 | 60% |
| Annual Report Gross Expense Ratio | 0.59 | 0.99 | 60% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | 25.061 | 20.160 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 1.5B | 9,176% |
| Annual Yield % from dividends | 0.80 | 1.79 | 44% |
| Returns for 1 year | 17.54 | 12.42 | 141% |
| Returns for 3 years | 39.72 | 12.68 | 313% |
| Returns for 5 years | 13.38 | -9.44 | -142% |
| Returns for 10 years | N/A | N/A | - |
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