Interact to see
Advertisement
Advertisement
AEGFX vs FIDKX
AEGFX vs FIDKX Comparison
Open Charts AEGFX vs FIDKX
AEGFX vs FIDKX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEGFX vs. FIDKX commentary
Jun 24, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 143B vs. FIDKX (13B). FIDKX pays higher dividends than AEGFX: FIDKX (2.72) vs AEGFX (2.47). 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 : 22.64 vs. AEGFX (10.51). FIDKX return over 5 years is better than : 27.03 vs. AEGFX (-5.68).
| 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 | 3.906 | 14.411 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 13B | 1,100% |
| Annual Yield % from dividends | 2.47 | 2.72 | 91% |
| Returns for 1 year | 10.51 | 22.64 | 46% |
| Returns for 3 years | 23.19 | 63.87 | 36% |
| Returns for 5 years | -5.68 | 27.03 | -21% |
| Returns for 10 years | 57.30 | 103.36 | 55% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers