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AEGFX vs FNGRX
AEGFX vs FNGRX Comparison
Open Charts AEGFX vs FNGRX
AEGFX vs FNGRX Comparison Chart in %
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AEGFX vs. FNGRX commentary
Aug 23, 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 FNGRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. FNGRX (628M). AEGFX pays higher dividends than FNGRX: AEGFX (2.55) vs FNGRX (0.13). AEGFX was incepted earlier than FNGRX: AEGFX (25 years) vs FNGRX (18 years). FNGRX (1.46) is less costly to investors than AEGFX (0.86). AEGFX is a more actively managed with annual turnover of: 50.00 vs. FNGRX (25.70). AEGFX has a lower initial minimum investment than FNGRX: AEGFX (250) vs FNGRX (1000). AEGFX annual gain was more profitable for investors over the last year : 8.55 vs. FNGRX (0.71). AEGFX return over 5 years is better than : 0.76 vs. FNGRX (-21.07).
| AEGFX | FNGRX | AEGFX / FNGRX | |
| Total Expense Ratio | 0.86 | 1.37 | 63% |
| Annual Report Gross Expense Ratio | 0.86 | 1.46 | 59% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 7.962 | 3.306 | 241% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 628M | 21,815% |
| Annual Yield % from dividends | 2.55 | 0.13 | 1,916% |
| Returns for 1 year | 8.55 | 0.71 | 1,211% |
| Returns for 3 years | 30.02 | 21.62 | 139% |
| Returns for 5 years | 0.76 | -21.07 | -4% |
| Returns for 10 years | 47.56 | 59.41 | 80% |
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