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AEGFX vs FCPIX
AEGFX vs FCPIX Comparison
Open Charts AEGFX vs FCPIX
AEGFX vs FCPIX Comparison Chart in %
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AEGFX vs. FCPIX commentary
Jun 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 Hold and FCPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. FCPIX (16.6B). AEGFX pays higher dividends than FCPIX: AEGFX (2.47) vs FCPIX (0.51). AEGFX was incepted earlier than FCPIX: AEGFX (25 years) vs FCPIX (29 years). FCPIX (0.89) and AEGFX (0.86) have similar cost to investors . FCPIX is a more actively managed with annual turnover of: 96.00 vs. AEGFX (35.00). FCPIX has a lower initial minimum investment than AEGFX: FCPIX (0) vs AEGFX (250). AEGFX annual gain was more profitable for investors over the last year : 14.75 vs. FCPIX (7.03). FCPIX return over 5 years is better than : 28.76 vs. AEGFX (-1.79).
| AEGFX | FCPIX | AEGFX / FCPIX | |
| Total Expense Ratio | 0.86 | 0.89 | 97% |
| Annual Report Gross Expense Ratio | 0.86 | 0.89 | 97% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 11.553 | 8.969 | 129% |
| Front Load | N/A | N/A | - |
| 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 | 0.51 | 488% |
| Returns for 1 year | 14.75 | 7.03 | 210% |
| Returns for 3 years | 32.06 | 46.68 | 69% |
| Returns for 5 years | -1.79 | 28.76 | -6% |
| Returns for 10 years | 59.74 | 138.58 | 43% |
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