AEDRX
Price
$39.73
Change
+$0.38 (+0.97%)
Updated
Sep 11 closing price
Net Assets
960.7M
AEGSX
Price
$39.83
Change
+$0.38 (+0.96%)
Updated
Sep 11 closing price
Net Assets
960.7M
Interact to see
Advertisement

AEDRX vs AEGSX

AEDRX vs AEGSX Comparison Chart in %
View a ticker or compare two or three
VS
AEDRX 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 AEDRX is a Hold and AEGSX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
AEDRX (961M) and AEGSX (961M) have equal amount of cash in the bank . AEGSX pays higher dividends than AEDRX: AEGSX (2.12) vs AEDRX (1.49). AEDRX was incepted earlier than AEGSX: AEDRX (24 years) vs AEGSX (9 years). AEDRX (1.61) is less costly to investors than AEGSX (0.97). AEDRX (120.00) and AEGSX (120.00) have comparable annual turnover. AEDRX has a lower initial minimum investment than AEGSX: AEDRX (1000) vs AEGSX (1000000). AEGSX annual gain was more profitable for investors over the last year : 10.91 vs. AEDRX (10.36). AEGSX return over 5 years is better than : -4.17 vs. AEDRX (-7.02).
AEDRXAEGSXAEDRX / AEGSX
Total Expense Ratio1.360.86158%
Annual Report Gross Expense Ratio1.610.97166%
Fund Existence24 years9 years-
Gain YTD19.06219.47398%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets961M961M100%
Annual Yield % from dividends1.492.1270%
Returns for 1 year10.3610.9195%
Returns for 3 years30.7433.0293%
Returns for 5 years-7.02-4.17168%
Returns for 10 years32.98N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
MLINX8.400.08
+0.96%
NYLIM Winslow Large Cap Growth Inv Class
NBRAX29.610.23
+0.78%
Neuberger M/C Intrinsic Val A
FBMPX139.06N/A
N/A
Fidelity Select Communication Services
IMOPX2.71N/A
N/A
Voya MidCap Opportunities Port S2
MLVBX18.66N/A
N/A
MFS Low Volatility Equity B