Interact to see
Advertisement
Advertisement
AEGFX vs FZAIX
AEGFX vs FZAIX Comparison
Open Charts AEGFX vs FZAIX
AEGFX vs FZAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEGFX vs. FZAIX commentary
Aug 03, 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 FZAIX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 141B vs. FZAIX (13.2B). 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 : 16.73 vs. AEGFX (8.16). FZAIX return over 5 years is better than : 23.14 vs. AEGFX (-3.42).
| 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 | 3.873 | 11.330 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 13.2B | 1,068% |
| Annual Yield % from dividends | 2.55 | 2.79 | 91% |
| Returns for 1 year | 8.16 | 16.73 | 49% |
| Returns for 3 years | 18.29 | 55.20 | 33% |
| Returns for 5 years | -3.42 | 23.14 | -15% |
| Returns for 10 years | 46.28 | 86.81 | 53% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers