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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
Jul 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 Buy and FTADX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 143B vs. FTADX (13.2B). AEGFX pays higher dividends than FTADX: AEGFX (2.53) vs FTADX (2.25). AEGFX was incepted earlier than FTADX: AEGFX (25 years) vs FTADX (22 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 (50.00). 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 : 16.13 vs. AEGFX (6.79). FTADX return over 5 years is better than : 20.47 vs. AEGFX (-4.97).
| 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 | 22 years | - |
| Gain YTD | 4.039 | 12.366 | 33% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 13.2B | 1,083% |
| Annual Yield % from dividends | 2.53 | 2.25 | 112% |
| Returns for 1 year | 6.79 | 16.13 | 42% |
| Returns for 3 years | 21.51 | 55.48 | 39% |
| Returns for 5 years | -4.97 | 20.47 | -24% |
| Returns for 10 years | 52.56 | 87.70 | 60% |
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