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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
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 FIDKX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 141B vs. FIDKX (13.2B). FIDKX pays higher dividends than AEGFX: FIDKX (2.68) vs AEGFX (2.53). 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 : 16.11 vs. AEGFX (5.43). FIDKX return over 5 years is better than : 23.67 vs. AEGFX (-5.92).
| 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 | 2.527 | 11.986 | 21% |
| 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 | 2.53 | 2.68 | 94% |
| Returns for 1 year | 5.43 | 16.11 | 34% |
| Returns for 3 years | 16.61 | 54.16 | 31% |
| Returns for 5 years | -5.92 | 23.67 | -25% |
| Returns for 10 years | 45.30 | 89.84 | 50% |
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