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AEGFX vs FTADX
AEGFX vs FTADX Comparison
Open Charts AEGFX vs FTADX
AEGFX vs FTADX Comparison Chart in %
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AEGFX vs. FTADX commentary
Jun 06, 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 FTADX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. FTADX (13B). AEGFX pays higher dividends than FTADX: AEGFX (2.47) vs FTADX (2.29). AEGFX was incepted earlier than FTADX: AEGFX (25 years) vs FTADX (21 years). FTADX (1.20) is less costly to investors than AEGFX (0.86). FTADX is a more actively managed with annual turnover of: 54.00 vs. AEGFX (35.00). FTADX has a lower initial minimum investment than AEGFX: FTADX (0) vs AEGFX (250). FTADX annual gain was more profitable for investors over the last year : 16.95 vs. AEGFX (14.56). FTADX return over 5 years is better than : 17.24 vs. AEGFX (-2.27).
| AEGFX | FTADX | AEGFX / FTADX | |
| Total Expense Ratio | 0.86 | 1.20 | 72% |
| Annual Report Gross Expense Ratio | 0.86 | 1.20 | 72% |
| Fund Existence | 25 years | 21 years | - |
| Gain YTD | 11.719 | 11.600 | 101% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 13B | 1,054% |
| Annual Yield % from dividends | 2.47 | 2.29 | 108% |
| Returns for 1 year | 14.56 | 16.95 | 86% |
| Returns for 3 years | 31.52 | 56.34 | 56% |
| Returns for 5 years | -2.27 | 17.24 | -13% |
| Returns for 10 years | 58.01 | 76.66 | 76% |
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