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AGEAX vs GADVX
AGEAX vs GADVX Comparison Chart in %
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AGEAX vs. GADVX commentary
Dec 14, 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 Hold.
FUNDAMENTALS
Fundamentals
GADVX has more cash in the bank: 442M vs. AGEAX (53.7M). GADVX pays higher dividends than AGEAX: GADVX (3.14) vs AGEAX (0.00). 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 : 8.83 vs. GADVX (4.05). AGEAX (19.17) and GADVX (18.47) have equivalent 5 years return.
| 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 | 8.362 | 6.579 | 127% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.7M | 442M | 12% |
| Annual Yield % from dividends | 0.00 | 3.14 | - |
| Returns for 1 year | 8.83 | 4.05 | 218% |
| Returns for 3 years | 16.94 | 20.95 | 81% |
| Returns for 5 years | 19.17 | 18.47 | 104% |
| Returns for 10 years | 50.32 | 24.83 | 203% |
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