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AEDAX vs AEGSX
AEDAX vs AEGSX Comparison
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AEDAX vs AEGSX Comparison Chart in %
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AEDAX vs. AEGSX commentary
Aug 03, 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 (950M) and AEGSX (950M) 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 (17.20) and AEDAX (16.95) have marching annual gain over last year. AEGSX return over 5 years is better than : -2.19 vs. AEDAX (-3.82).
| 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 | 19.162 | 19.352 | 99% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 950M | 950M | 100% |
| Annual Yield % from dividends | 1.69 | 2.12 | 80% |
| Returns for 1 year | 16.95 | 17.20 | 99% |
| Returns for 3 years | 25.75 | 26.93 | 96% |
| Returns for 5 years | -3.82 | -2.19 | 174% |
| Returns for 10 years | 37.56 | N/A | - |
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