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AEGFX vs FIDKX
AEGFX vs FIDKX Comparison
Open Charts AEGFX vs FIDKX
AEGFX vs FIDKX Comparison Chart in %
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AEGFX vs. FIDKX commentary
Aug 03, 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 FIDKX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 141B vs. FIDKX (13.2B). FIDKX pays higher dividends than AEGFX: FIDKX (2.73) vs AEGFX (2.55). AEGFX was incepted earlier than FIDKX: AEGFX (25 years) vs FIDKX (18 years). AEGFX (0.86) is less costly to investors than FIDKX (0.59). FIDKX is a more actively managed with annual turnover of: 54.00 vs. AEGFX (50.00). FIDKX has a lower initial minimum investment than AEGFX: FIDKX (0) vs AEGFX (250). FIDKX annual gain was more profitable for investors over the last year : 16.74 vs. AEGFX (8.16). FIDKX return over 5 years is better than : 23.17 vs. AEGFX (-3.42).
| AEGFX | FIDKX | AEGFX / FIDKX | |
| Total Expense Ratio | 0.86 | 0.59 | 146% |
| Annual Report Gross Expense Ratio | 0.86 | 0.59 | 146% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 3.873 | 11.336 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 13.2B | 1,068% |
| Annual Yield % from dividends | 2.55 | 2.73 | 93% |
| Returns for 1 year | 8.16 | 16.74 | 49% |
| Returns for 3 years | 18.29 | 55.21 | 33% |
| Returns for 5 years | -3.42 | 23.17 | -15% |
| Returns for 10 years | 46.28 | 85.87 | 54% |
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