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AEGFX vs FDIVX
AEGFX vs FDIVX Comparison
Open Charts AEGFX vs FDIVX
AEGFX vs FDIVX Comparison Chart in %
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AEGFX vs. FDIVX commentary
Sep 10, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 140B vs. FDIVX (9.82B). AEGFX pays higher dividends than FDIVX: AEGFX (2.48) vs FDIVX (1.52). AEGFX was incepted earlier than FDIVX: AEGFX (26 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 : 13.04 vs. AEGFX (7.59). FDIVX return over 5 years is better than : 10.50 vs. AEGFX (-3.43).
| AEGFX | FDIVX | AEGFX / FDIVX | |
| Total Expense Ratio | 0.86 | 0.66 | 130% |
| Annual Report Gross Expense Ratio | 0.86 | 0.66 | 130% |
| Fund Existence | 26 years | 35 years | - |
| Gain YTD | 8.245 | 15.361 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 9.82B | 1,425% |
| Annual Yield % from dividends | 2.48 | 1.52 | 163% |
| Returns for 1 year | 7.59 | 13.04 | 58% |
| Returns for 3 years | 29.99 | 47.84 | 63% |
| Returns for 5 years | -3.43 | 10.50 | -33% |
| Returns for 10 years | 47.51 | 70.64 | 67% |
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