Interact to see
Advertisement
Advertisement
AEGFX vs FIDZX
AEGFX vs FIDZX Comparison
Open Charts AEGFX vs FIDZX
AEGFX vs FIDZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEGFX vs. FIDZX commentary
Aug 26, 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 StrongBuy and FIDZX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. FIDZX (18B). AEGFX pays higher dividends than FIDZX: AEGFX (2.55) vs FIDZX (0.65). AEGFX was incepted earlier than FIDZX: AEGFX (25 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 : 6.24 vs. FIDZX (4.17). FIDZX return over 5 years is better than : 22.97 vs. AEGFX (-2.75).
| 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 | 10 years | - |
| Gain YTD | 7.281 | 9.669 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 18B | 761% |
| Annual Yield % from dividends | 2.55 | 0.65 | 393% |
| Returns for 1 year | 6.24 | 4.17 | 150% |
| Returns for 3 years | 29.20 | 50.33 | 58% |
| Returns for 5 years | -2.75 | 22.97 | -12% |
| Returns for 10 years | 48.10 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement