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AGEAX vs GADVX
AGEAX vs GADVX Comparison Chart in %
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AGEAX vs. GADVX commentary
Feb 05, 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 AGEAX is a Hold and GADVX is a Hold.
FUNDAMENTALS
Fundamentals
GADVX has more cash in the bank: 419M vs. AGEAX (49.8M). GADVX pays higher dividends than AGEAX: GADVX (2.54) vs AGEAX (0.44). AGEAX was incepted earlier than GADVX: AGEAX (13 years) vs GADVX (19 years). AGEAX (1.88) 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 : 7.32 vs. GADVX (4.87). GADVX return over 5 years is better than : 15.21 vs. AGEAX (13.98).
| AGEAX | GADVX | AGEAX / GADVX | |
| Total Expense Ratio | 1.71 | 1.12 | 153% |
| Annual Report Gross Expense Ratio | 1.88 | 1.12 | 168% |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | -0.079 | 1.486 | -5% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.8M | 419M | 12% |
| Annual Yield % from dividends | 0.44 | 2.54 | 18% |
| Returns for 1 year | 7.32 | 4.87 | 151% |
| Returns for 3 years | 16.37 | 17.03 | 96% |
| Returns for 5 years | 13.98 | 15.21 | 92% |
| Returns for 10 years | 49.69 | 25.69 | 193% |
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