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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
Jun 19, 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 FZAIX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 143B vs. FZAIX (13B). FZAIX pays higher dividends than AEGFX: FZAIX (2.78) vs AEGFX (2.47). 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 : 20.34 vs. AEGFX (11.60). FZAIX return over 5 years is better than : 26.12 vs. AEGFX (-2.75).
| 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 | 5.203 | 12.740 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 13B | 1,100% |
| Annual Yield % from dividends | 2.47 | 2.78 | 89% |
| Returns for 1 year | 11.60 | 20.34 | 57% |
| Returns for 3 years | 20.52 | 56.35 | 36% |
| Returns for 5 years | -2.75 | 26.12 | -11% |
| Returns for 10 years | 56.29 | 94.95 | 59% |
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