AEGFX
Price
$64.83
Change
-$0.14 (-0.22%)
Updated
Aug 28 closing price
Net Assets
137.41B
ATGDX
Price
$14.16
Change
-$0.06 (-0.42%)
Updated
Aug 28 closing price
Net Assets
2.17B
Interact to see
Advertisement

AEGFX vs ATGDX

AEGFX vs ATGDX Comparison Chart in %
View a ticker or compare two or three
VS
AEGFX vs. ATGDX commentary
Sep 01, 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 AEGFX is a StrongBuy and ATGDX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. ATGDX (2.17B). AEGFX pays higher dividends than ATGDX: AEGFX (2.55) vs ATGDX (0.87). AEGFX was incepted earlier than ATGDX: AEGFX (25 years) vs ATGDX (13 years). ATGDX (0.87) and AEGFX (0.86) have similar cost to investors . ATGDX is a more actively managed with annual turnover of: 65.00 vs. AEGFX (50.00). ATGDX has a lower initial minimum investment than AEGFX: ATGDX (0) vs AEGFX (250). AEGFX annual gain was more profitable for investors over the last year : 7.72 vs. ATGDX (3.15). AEGFX return over 5 years is better than : -2.64 vs. ATGDX (-12.88).
AEGFXATGDXAEGFX / ATGDX
Total Expense Ratio0.860.84102%
Annual Report Gross Expense Ratio0.860.8799%
Fund Existence25 years13 years-
Gain YTD7.7633.888200%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets137B2.17B6,328%
Annual Yield % from dividends2.550.87293%
Returns for 1 year7.723.15245%
Returns for 3 years26.6824.19110%
Returns for 5 years-2.64-12.8821%
Returns for 10 years48.2939.79121%
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 %
CVCFX18.360.09
+0.49%
Victory Pioneer Disciplined Value C
LONAX16.78N/A
N/A
Longboard A
FMAJX15.32-0.11
-0.71%
Fidelity Advisor Magellan M
FITMX20.70-0.15
-0.72%
Fidelity SAI International Mtm Idx
FFUZX126.60-1.60
-1.25%
Fidelity Advisor Utilities Z