Interact to see
Advertisement
Advertisement
AEGFX vs FDIVX
AEGFX vs FDIVX Comparison
Open Charts AEGFX vs FDIVX
AEGFX vs FDIVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEGFX vs. FDIVX commentary
Aug 18, 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 FDIVX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. FDIVX (9.64B). AEGFX pays higher dividends than FDIVX: AEGFX (2.55) vs FDIVX (1.55). AEGFX was incepted earlier than FDIVX: AEGFX (25 years) vs FDIVX (35 years). AEGFX (0.86) is less costly to investors than FDIVX (0.66). AEGFX is a more actively managed with annual turnover of: 50.00 vs. FDIVX (47.00). FDIVX has a lower initial minimum investment than AEGFX: FDIVX (0) vs AEGFX (250). FDIVX annual gain was more profitable for investors over the last year : 12.97 vs. AEGFX (7.16). FDIVX return over 5 years is better than : 15.15 vs. AEGFX (-0.45).
| AEGFX | FDIVX | AEGFX / FDIVX | |
| Total Expense Ratio | 0.86 | 0.66 | 130% |
| Annual Report Gross Expense Ratio | 0.86 | 0.66 | 130% |
| Fund Existence | 25 years | 35 years | - |
| Gain YTD | 7.497 | 16.368 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 9.64B | 1,421% |
| Annual Yield % from dividends | 2.55 | 1.55 | 165% |
| Returns for 1 year | 7.16 | 12.97 | 55% |
| Returns for 3 years | 29.98 | 49.66 | 60% |
| Returns for 5 years | -0.45 | 15.15 | -3% |
| Returns for 10 years | 47.61 | 72.38 | 66% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers