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AGEPX vs MEDFX
AGEPX vs MEDFX Comparison
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AGEPX vs MEDFX Comparison Chart in %
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AGEPX vs. MEDFX commentary
Sep 15, 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 AGEPX is a Hold and MEDFX is a Hold.
FUNDAMENTALS
Fundamentals
MEDFX has more cash in the bank: 7.5B vs. AGEPX (1.96B). AGEPX pays higher dividends than MEDFX: AGEPX (9.60) vs MEDFX (5.33). AGEPX was incepted earlier than MEDFX: AGEPX (13 years) vs MEDFX (18 years). AGEPX (1.33) is less costly to investors than MEDFX (1.08). MEDFX is a more actively managed with annual turnover of: 69.00 vs. AGEPX (34.00). MEDFX has a lower initial minimum investment than AGEPX: MEDFX (0) vs AGEPX (2500). AGEPX annual gain was more profitable for investors over the last year : 16.79 vs. MEDFX (5.12). AGEPX return over 5 years is better than : 47.03 vs. MEDFX (10.97).
| AGEPX | MEDFX | AGEPX / MEDFX | |
| Total Expense Ratio | 1.33 | 1.07 | 124% |
| Annual Report Gross Expense Ratio | 1.33 | 1.08 | 123% |
| Fund Existence | 13 years | 18 years | - |
| Gain YTD | 9.543 | 1.602 | 596% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.96B | 7.5B | 26% |
| Annual Yield % from dividends | 9.60 | 5.33 | 180% |
| Returns for 1 year | 16.79 | 5.12 | 328% |
| Returns for 3 years | 58.26 | 30.89 | 189% |
| Returns for 5 years | 47.03 | 10.97 | 429% |
| Returns for 10 years | 106.24 | 37.49 | 283% |
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