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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
Sep 04, 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 FTADX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. FTADX (6.98B). AEGFX pays higher dividends than FTADX: AEGFX (2.48) vs FTADX (2.26). 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 : 15.64 vs. AEGFX (8.52). FTADX return over 5 years is better than : 13.81 vs. AEGFX (-5.04).
| 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 | 7.314 | 12.420 | 59% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 6.98B | 1,964% |
| Annual Yield % from dividends | 2.48 | 2.26 | 110% |
| Returns for 1 year | 8.52 | 15.64 | 54% |
| Returns for 3 years | 26.41 | 59.70 | 44% |
| Returns for 5 years | -5.04 | 13.81 | -37% |
| Returns for 10 years | 45.84 | 77.59 | 59% |
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