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AEGFX vs FOSKX
AEGFX vs FOSKX Comparison
Open Charts AEGFX vs FOSKX
AEGFX vs FOSKX Comparison Chart in %
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AEGFX vs. FOSKX commentary
Jun 03, 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 Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B 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). FOSKX is a more actively managed with annual turnover of: 50.00 vs. AEGFX (35.00). 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 : 14.75 vs. FOSKX (3.64). FOSKX return over 5 years is better than : 22.26 vs. AEGFX (-1.79).
| 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 | 11.553 | 4.442 | 260% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 7.68B | 1,784% |
| Annual Yield % from dividends | 2.47 | 1.72 | 143% |
| Returns for 1 year | 14.75 | 3.64 | 405% |
| Returns for 3 years | 32.06 | 37.13 | 86% |
| Returns for 5 years | -1.79 | 22.26 | -8% |
| Returns for 10 years | 59.74 | 92.57 | 65% |
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