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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
Sep 17, 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: 140B vs. FIDZX (18.3B). AEGFX pays higher dividends than FIDZX: AEGFX (2.48) vs FIDZX (0.63). AEGFX was incepted earlier than FIDZX: AEGFX (26 years) vs FIDZX (10 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). AEGFX annual gain was more profitable for investors over the last year : 2.50 vs. FIDZX (1.06). FIDZX return over 5 years is better than : 17.30 vs. AEGFX (-5.44).
| AEGFX | FIDZX | AEGFX / FIDZX | |
| Total Expense Ratio | 0.86 | 0.78 | 110% |
| Annual Report Gross Expense Ratio | 0.86 | 0.78 | 110% |
| Fund Existence | 26 years | 10 years | - |
| Gain YTD | 5.352 | 6.280 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 18.3B | 765% |
| Annual Yield % from dividends | 2.48 | 0.63 | 390% |
| Returns for 1 year | 2.50 | 1.06 | 236% |
| Returns for 3 years | 25.90 | 45.04 | 58% |
| Returns for 5 years | -5.44 | 17.30 | -31% |
| Returns for 10 years | 45.29 | N/A | - |
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