Interact to see
Advertisement
Advertisement
AEDAX vs AEGSX
AEDAX vs AEGSX Comparison
Open Charts AEDAX vs AEGSX
AEDAX vs AEGSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEDAX vs. AEGSX commentary
Sep 12, 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 AEDAX is a Hold and AEGSX is a Hold.
FUNDAMENTALS
Fundamentals
AEDAX (961M) and AEGSX (961M) have equal amount of cash in the bank . AEGSX pays higher dividends than AEDAX: AEGSX (2.12) vs AEDAX (1.69). AEDAX was incepted earlier than AEGSX: AEDAX (29 years) vs AEGSX (9 years). AEDAX (1.36) is less costly to investors than AEGSX (0.97). AEDAX (120.00) and AEGSX (120.00) have comparable annual turnover. AEDAX has a lower initial minimum investment than AEGSX: AEDAX (1000) vs AEGSX (1000000). AEGSX (10.91) and AEDAX (10.72) have marching annual gain over last year. AEGSX return over 5 years is better than : -4.17 vs. AEDAX (-5.75).
| AEDAX | AEGSX | AEDAX / AEGSX | |
| Total Expense Ratio | 1.11 | 0.86 | 129% |
| Annual Report Gross Expense Ratio | 1.36 | 0.97 | 140% |
| Fund Existence | 29 years | 9 years | - |
| Gain YTD | 19.253 | 19.473 | 99% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 961M | 961M | 100% |
| Annual Yield % from dividends | 1.69 | 2.12 | 80% |
| Returns for 1 year | 10.72 | 10.91 | 98% |
| Returns for 3 years | 31.83 | 33.02 | 96% |
| Returns for 5 years | -5.75 | -4.17 | 138% |
| Returns for 10 years | 36.06 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MLRRX | 10.79 | 0.11 | +1.03% |
| NYLIM Winslow Large Cap Growth Class R1 | |||
| NBRTX | 29.61 | 0.22 | +0.75% |
| Neuberger M/C Intrinsic Val Inst | |||
| IAMOX | 2.15 | N/A | N/A |
| Voya MidCap Opportunities Port A | |||
| MLVHX | 18.77 | N/A | N/A |
| MFS Low Volatility Equity I | |||
| FGHMX | 129.44 | N/A | N/A |
| Fidelity Advisor Communication ServicesC | |||