Interact to see
Advertisement
Advertisement
AEGFX vs FCPAX
AEGFX vs FCPAX Comparison
Open Charts AEGFX vs FCPAX
AEGFX vs FCPAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEGFX vs. FCPAX 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 AEGFX is a Buy and FCPAX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 140B vs. FCPAX (18.3B). AEGFX pays higher dividends than FCPAX: AEGFX (2.48) vs FCPAX (0.39). AEGFX was incepted earlier than FCPAX: AEGFX (26 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 : 4.48 vs. FCPAX (2.25). FCPAX return over 5 years is better than : 16.03 vs. AEGFX (-4.67).
| AEGFX | FCPAX | AEGFX / FCPAX | |
| Total Expense Ratio | 0.86 | 1.14 | 75% |
| Annual Report Gross Expense Ratio | 0.86 | 1.14 | 75% |
| Fund Existence | 26 years | 29 years | - |
| Gain YTD | 6.848 | 7.838 | 87% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 18.3B | 765% |
| Annual Yield % from dividends | 2.48 | 0.39 | 637% |
| Returns for 1 year | 4.48 | 2.25 | 199% |
| Returns for 3 years | 28.19 | 46.19 | 61% |
| Returns for 5 years | -4.67 | 16.03 | -29% |
| Returns for 10 years | 47.63 | 132.44 | 36% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers