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AGEAX vs GADVX
AGEAX vs GADVX Comparison Chart in %
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AGEAX vs. GADVX commentary
Oct 08, 2025
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 AGEAX is a Hold and GADVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
GADVX has more cash in the bank: 440M vs. AGEAX (59.6M). GADVX pays higher dividends than AGEAX: GADVX (3.15) vs AGEAX (0.00). AGEAX was incepted earlier than GADVX: AGEAX (12 years) vs GADVX (18 years). AGEAX (1.75) is less costly to investors than GADVX (1.12). AGEAX is a more actively managed with annual turnover of: 195.00 vs. GADVX (155.00). GADVX has a lower initial minimum investment than AGEAX: GADVX (1000) vs AGEAX (2000). AGEAX annual gain was more profitable for investors over the last year : 6.13 vs. GADVX (5.67). AGEAX return over 5 years is better than : 21.10 vs. GADVX (18.73).
| AGEAX | GADVX | AGEAX / GADVX | |
| Total Expense Ratio | 1.73 | 1.12 | 154% |
| Annual Report Gross Expense Ratio | 1.75 | 1.12 | 156% |
| Fund Existence | 12 years | 18 years | - |
| Gain YTD | 6.314 | 5.263 | 120% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.6M | 440M | 14% |
| Annual Yield % from dividends | 0.00 | 3.15 | - |
| Returns for 1 year | 6.13 | 5.67 | 108% |
| Returns for 3 years | 15.37 | 21.38 | 72% |
| Returns for 5 years | 21.10 | 18.73 | 113% |
| Returns for 10 years | 44.55 | 22.57 | 197% |
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