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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
Sep 12, 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: 140B vs. FIDKX (6.98B). FIDKX pays higher dividends than AEGFX: FIDKX (2.68) vs AEGFX (2.48). AEGFX was incepted earlier than FIDKX: AEGFX (26 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 : 11.58 vs. AEGFX (4.48). FIDKX return over 5 years is better than : 18.47 vs. AEGFX (-4.67).
| AEGFX | FIDKX | AEGFX / FIDKX | |
| Total Expense Ratio | 0.86 | 0.59 | 146% |
| Annual Report Gross Expense Ratio | 0.86 | 0.59 | 146% |
| Fund Existence | 26 years | 18 years | - |
| Gain YTD | 6.848 | 12.443 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 6.98B | 2,007% |
| Annual Yield % from dividends | 2.48 | 2.68 | 92% |
| Returns for 1 year | 4.48 | 11.58 | 39% |
| Returns for 3 years | 28.19 | 64.77 | 44% |
| Returns for 5 years | -4.67 | 18.47 | -25% |
| Returns for 10 years | 47.63 | 86.98 | 55% |
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