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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
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.
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).
| AGEPX | MEDFX | AGEPX / MEDFX | |
| Total Expense Ratio | 1.33 | 1.07 | 124% |
| Annual Report Gross Expense Ratio | 1.33 | 1.08 | 123% |
| Fund Existence | 12 years | 18 years | - |
| Gain YTD | 7.447 | 2.594 | 287% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 7.66B | 23% |
| Annual Yield % from dividends | 9.59 | 4.80 | 200% |
| Returns for 1 year | 20.25 | 11.52 | 176% |
| Returns for 3 years | 58.87 | 31.97 | 184% |
| Returns for 5 years | 49.06 | 13.47 | 364% |
| Returns for 10 years | 113.40 | 45.82 | 248% |
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