AGEPX
Price
$7.80
Change
+$0.01 (+0.13%)
Updated
Jun 18 closing price
Net Assets
1.79B
MEDFX
Price
$12.82
Change
+$0.01 (+0.08%)
Updated
Jun 18 closing price
Net Assets
7.66B
Interact to see
Advertisement

AGEPX vs MEDFX

AGEPX vs MEDFX Comparison Chart in %
View a ticker or compare two or three
VS
AGEPX vs. MEDFX 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 AGEPX is a Hold and MEDFX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
MEDFX has more cash in the bank: 7.66B vs. AGEPX (1.79B). AGEPX pays higher dividends than MEDFX: AGEPX (9.59) vs MEDFX (4.80). AGEPX was incepted earlier than MEDFX: AGEPX (12 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 : 20.25 vs. MEDFX (11.52). AGEPX return over 5 years is better than : 49.06 vs. MEDFX (13.47).
AGEPXMEDFXAGEPX / MEDFX
Total Expense Ratio1.331.07124%
Annual Report Gross Expense Ratio1.331.08123%
Fund Existence12 years18 years-
Gain YTD7.4472.594287%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.79B7.66B23%
Annual Yield % from dividends9.594.80200%
Returns for 1 year20.2511.52176%
Returns for 3 years58.8731.97184%
Returns for 5 years49.0613.47364%
Returns for 10 years113.4045.82248%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
TPYCX8.51N/A
N/A
Touchstone Sands Capital Intl Gr Eq C
JANRX21.11-0.12
-0.57%
Janus Henderson Global Select D
JARTX52.80-0.50
-0.94%
Janus Henderson Forty S
EQTKX16.83-0.18
-1.06%
Shelton Equity Income Class K
KCVIX20.97-0.24
-1.13%
Knights of Columbus Large Cap Value I