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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
Jun 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 Hold and FIDKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B 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 (35.00). 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 : 17.47 vs. AEGFX (14.75). FIDKX return over 5 years is better than : 21.34 vs. AEGFX (-1.79).
| 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 | 11.553 | 11.072 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 13B | 1,054% |
| Annual Yield % from dividends | 2.47 | 2.72 | 91% |
| Returns for 1 year | 14.75 | 17.47 | 84% |
| Returns for 3 years | 32.06 | 58.35 | 55% |
| Returns for 5 years | -1.79 | 21.34 | -8% |
| Returns for 10 years | 59.74 | 83.31 | 72% |
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