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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
Jun 04, 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 Hold and FCPAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. FCPAX (16.6B). AEGFX pays higher dividends than FCPAX: AEGFX (2.47) vs FCPAX (0.39). 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 (35.00). 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 : 14.75 vs. FCPAX (6.34). FCPAX return over 5 years is better than : 26.57 vs. AEGFX (-1.79).
| 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 | 11.553 | 8.833 | 131% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 16.6B | 825% |
| Annual Yield % from dividends | 2.47 | 0.39 | 638% |
| Returns for 1 year | 14.75 | 6.34 | 233% |
| Returns for 3 years | 32.06 | 44.96 | 71% |
| Returns for 5 years | -1.79 | 26.57 | -7% |
| Returns for 10 years | 59.74 | 133.39 | 45% |
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