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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
Jun 24, 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 FDIVX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 143B vs. FDIVX (15B). AEGFX pays higher dividends than FDIVX: AEGFX (2.47) vs FDIVX (1.56). 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 : 17.59 vs. AEGFX (14.07). FDIVX return over 5 years is better than : 17.92 vs. AEGFX (-2.11).
| 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 | 6.981 | 14.826 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 15B | 953% |
| Annual Yield % from dividends | 2.47 | 1.56 | 158% |
| Returns for 1 year | 14.07 | 17.59 | 80% |
| Returns for 3 years | 26.84 | 45.31 | 59% |
| Returns for 5 years | -2.11 | 17.92 | -12% |
| Returns for 10 years | 61.95 | 84.99 | 73% |
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