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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 03, 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: 141B 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 : 8.16 vs. FCPAX (1.58). FCPAX return over 5 years is better than : 18.80 vs. AEGFX (-3.42).
| 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 | 3.873 | 5.487 | 71% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 18B | 783% |
| Annual Yield % from dividends | 2.55 | 0.40 | 642% |
| Returns for 1 year | 8.16 | 1.58 | 516% |
| Returns for 3 years | 18.29 | 37.77 | 48% |
| Returns for 5 years | -3.42 | 18.80 | -18% |
| Returns for 10 years | 46.28 | 123.21 | 38% |
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