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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
Jul 14, 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: 141B vs. FDIVX (15.4B). AEGFX pays higher dividends than FDIVX: AEGFX (2.53) vs FDIVX (1.52). 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 : 12.60 vs. AEGFX (5.43). FDIVX return over 5 years is better than : 14.12 vs. AEGFX (-5.92).
| 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 | 2.527 | 13.181 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 15.4B | 916% |
| Annual Yield % from dividends | 2.53 | 1.52 | 166% |
| Returns for 1 year | 5.43 | 12.60 | 43% |
| Returns for 3 years | 16.61 | 37.36 | 44% |
| Returns for 5 years | -5.92 | 14.12 | -42% |
| Returns for 10 years | 45.30 | 73.43 | 62% |
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