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AEGFX vs FCPAX
AEGFX vs FCPAX Comparison
Open Charts AEGFX vs FCPAX
AEGFX vs FCPAX Comparison Chart in %
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AEGFX vs. FCPAX commentary
Aug 23, 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 FCPAX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. FCPAX (18B). AEGFX pays higher dividends than FCPAX: AEGFX (2.55) vs FCPAX (0.40). AEGFX was incepted earlier than FCPAX: AEGFX (25 years) vs FCPAX (29 years). FCPAX (1.14) is less costly to investors than AEGFX (0.86). FCPAX is a more actively managed with annual turnover of: 96.00 vs. AEGFX (50.00). FCPAX has a lower initial minimum investment than AEGFX: FCPAX (0) vs AEGFX (250). AEGFX annual gain was more profitable for investors over the last year : 8.55 vs. FCPAX (3.21). FCPAX return over 5 years is better than : 20.72 vs. AEGFX (0.76).
| AEGFX | FCPAX | AEGFX / FCPAX | |
| Total Expense Ratio | 0.86 | 1.14 | 75% |
| Annual Report Gross Expense Ratio | 0.86 | 1.14 | 75% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 7.962 | 8.049 | 99% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 18B | 761% |
| Annual Yield % from dividends | 2.55 | 0.40 | 642% |
| Returns for 1 year | 8.55 | 3.21 | 266% |
| Returns for 3 years | 30.02 | 46.60 | 64% |
| Returns for 5 years | 0.76 | 20.72 | 4% |
| Returns for 10 years | 47.56 | 126.21 | 38% |
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