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AEGFX vs FDKFX
AEGFX vs FDKFX Comparison
Open Charts AEGFX vs FDKFX
AEGFX vs FDKFX Comparison Chart in %
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AEGFX vs. FDKFX commentary
Sep 13, 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 FDKFX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 140B vs. FDKFX (597M). FDKFX pays higher dividends than AEGFX: FDKFX (2.70) vs AEGFX (2.48). AEGFX was incepted earlier than FDKFX: AEGFX (26 years) vs FDKFX (7 years). AEGFX (0.86) is less costly to investors than FDKFX (0.60). FDKFX is a more actively managed with annual turnover of: 54.00 vs. AEGFX (50.00). FDKFX has a lower initial minimum investment than AEGFX: FDKFX (0) vs AEGFX (250). FDKFX annual gain was more profitable for investors over the last year : 16.58 vs. AEGFX (4.48). FDKFX return over 5 years is better than : 35.74 vs. AEGFX (-4.67).
| AEGFX | FDKFX | AEGFX / FDKFX | |
| Total Expense Ratio | 0.86 | 0.60 | 143% |
| Annual Report Gross Expense Ratio | 0.86 | 0.60 | 143% |
| Fund Existence | 26 years | 7 years | - |
| Gain YTD | 6.848 | 12.721 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 597M | 23,451% |
| Annual Yield % from dividends | 2.48 | 2.70 | 92% |
| Returns for 1 year | 4.48 | 16.58 | 27% |
| Returns for 3 years | 28.19 | 74.28 | 38% |
| Returns for 5 years | -4.67 | 35.74 | -13% |
| Returns for 10 years | 47.63 | N/A | - |
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