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AEGFX vs FIDZX
AEGFX vs FIDZX Comparison
Open Charts AEGFX vs FIDZX
AEGFX vs FIDZX Comparison Chart in %
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AEGFX vs. FIDZX 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 FIDZX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 143B vs. FIDZX (16.6B). AEGFX pays higher dividends than FIDZX: AEGFX (2.47) vs FIDZX (0.63). AEGFX was incepted earlier than FIDZX: AEGFX (25 years) vs FIDZX (9 years). AEGFX (0.86) is less costly to investors than FIDZX (0.78). FIDZX is a more actively managed with annual turnover of: 96.00 vs. AEGFX (50.00). FIDZX has a lower initial minimum investment than AEGFX: FIDZX (0) vs AEGFX (250). FIDZX annual gain was more profitable for investors over the last year : 13.84 vs. AEGFX (10.51). FIDZX return over 5 years is better than : 34.05 vs. AEGFX (-5.68).
| AEGFX | FIDZX | AEGFX / FIDZX | |
| Total Expense Ratio | 0.86 | 0.78 | 110% |
| Annual Report Gross Expense Ratio | 0.86 | 0.78 | 110% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 3.906 | 14.004 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 16.6B | 861% |
| Annual Yield % from dividends | 2.47 | 0.63 | 391% |
| Returns for 1 year | 10.51 | 13.84 | 76% |
| Returns for 3 years | 23.19 | 54.26 | 43% |
| Returns for 5 years | -5.68 | 34.05 | -17% |
| Returns for 10 years | 57.30 | N/A | - |
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