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
Sep 13, 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: 140B vs. FZAIX (6.98B). FZAIX pays higher dividends than AEGFX: FZAIX (2.74) vs AEGFX (2.48). AEGFX was incepted earlier than FZAIX: AEGFX (26 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 : 11.56 vs. AEGFX (4.48). FZAIX return over 5 years is better than : 18.46 vs. AEGFX (-4.67).
| AEGFX | FZAIX | AEGFX / FZAIX | |
| Total Expense Ratio | 0.86 | 0.59 | 146% |
| Annual Report Gross Expense Ratio | 0.86 | 0.59 | 146% |
| Fund Existence | 26 years | 13 years | - |
| Gain YTD | 6.848 | 12.441 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 6.98B | 2,007% |
| Annual Yield % from dividends | 2.48 | 2.74 | 90% |
| Returns for 1 year | 4.48 | 11.56 | 39% |
| Returns for 3 years | 28.19 | 64.77 | 44% |
| Returns for 5 years | -4.67 | 18.46 | -25% |
| Returns for 10 years | 47.63 | 87.93 | 54% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers