Interact to see
Advertisement
Advertisement
AEGFX vs FOSKX
AEGFX vs FOSKX Comparison
Open Charts AEGFX vs FOSKX
AEGFX vs FOSKX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEGFX vs. FOSKX 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 FOSKX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 143B vs. FOSKX (7.68B). AEGFX pays higher dividends than FOSKX: AEGFX (2.47) vs FOSKX (1.72). AEGFX was incepted earlier than FOSKX: AEGFX (25 years) vs FOSKX (18 years). AEGFX (0.86) is less costly to investors than FOSKX (0.59). AEGFX (50.00) and FOSKX (50.00) have comparable annual turnover. FOSKX has a lower initial minimum investment than AEGFX: FOSKX (0) vs AEGFX (250). AEGFX annual gain was more profitable for investors over the last year : 14.07 vs. FOSKX (10.85). FOSKX return over 5 years is better than : 26.87 vs. AEGFX (-2.11).
| AEGFX | FOSKX | AEGFX / FOSKX | |
| Total Expense Ratio | 0.86 | 0.59 | 146% |
| Annual Report Gross Expense Ratio | 0.86 | 0.59 | 146% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 6.981 | 8.926 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 7.68B | 1,862% |
| Annual Yield % from dividends | 2.47 | 1.72 | 143% |
| Returns for 1 year | 14.07 | 10.85 | 130% |
| Returns for 3 years | 26.84 | 44.59 | 60% |
| Returns for 5 years | -2.11 | 26.87 | -8% |
| Returns for 10 years | 61.95 | 115.98 | 53% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| WAEMX | 2.16 | 0.01 | +0.47% |
| Wasatch Emerging Markets Small Cap Inv | |||
| FSENX | 76.79 | N/A | N/A |
| Fidelity Select Energy Portfolio | |||
| TRIEX | 31.61 | N/A | N/A |
| Nuveen International Eq Idx Retire | |||
| GSRIX | 13.05 | N/A | N/A |
| Goldman Sachs Rising Dividend Gr Inv | |||
| MCTRX | 25.93 | -0.01 | -0.04% |
| NYLI Income Builder Class C | |||