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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
Jul 14, 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: 141B vs. FIDZX (18.5B). AEGFX pays higher dividends than FIDZX: AEGFX (2.53) vs FIDZX (0.61). 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). AEGFX annual gain was more profitable for investors over the last year : 5.43 vs. FIDZX (4.96). FIDZX return over 5 years is better than : 26.77 vs. AEGFX (-5.92).
| 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 | 2.527 | 9.225 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 18.5B | 762% |
| Annual Yield % from dividends | 2.53 | 0.61 | 413% |
| Returns for 1 year | 5.43 | 4.96 | 110% |
| Returns for 3 years | 16.61 | 42.39 | 39% |
| Returns for 5 years | -5.92 | 26.77 | -22% |
| Returns for 10 years | 45.30 | N/A | - |
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