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AEGFX vs FZAIX
AEGFX vs FZAIX Comparison
Open Charts AEGFX vs FZAIX
AEGFX vs FZAIX Comparison Chart in %
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AEGFX vs. FZAIX commentary
Aug 23, 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 FZAIX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. FZAIX (6.88B). FZAIX pays higher dividends than AEGFX: FZAIX (2.79) vs AEGFX (2.55). AEGFX was incepted earlier than FZAIX: AEGFX (25 years) vs FZAIX (13 years). AEGFX (0.86) is less costly to investors than FZAIX (0.59). FZAIX is a more actively managed with annual turnover of: 54.00 vs. AEGFX (50.00). FZAIX has a lower initial minimum investment than AEGFX: FZAIX (0) vs AEGFX (250). FZAIX annual gain was more profitable for investors over the last year : 15.62 vs. AEGFX (8.55). FZAIX return over 5 years is better than : 24.12 vs. AEGFX (0.76).
| AEGFX | FZAIX | AEGFX / FZAIX | |
| Total Expense Ratio | 0.86 | 0.59 | 146% |
| Annual Report Gross Expense Ratio | 0.86 | 0.59 | 146% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 7.962 | 13.374 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 6.88B | 1,991% |
| Annual Yield % from dividends | 2.55 | 2.79 | 91% |
| Returns for 1 year | 8.55 | 15.62 | 55% |
| Returns for 3 years | 30.02 | 66.33 | 45% |
| Returns for 5 years | 0.76 | 24.12 | 3% |
| Returns for 10 years | 47.56 | 86.43 | 55% |
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