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AGEAX vs GADVX
AGEAX vs GADVX Comparison Chart in %
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AGEAX vs. GADVX commentary
Jan 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 AGEAX is a Hold and GADVX is a Hold.
FUNDAMENTALS
Fundamentals
GADVX has more cash in the bank: 420M vs. AGEAX (50.1M). GADVX pays higher dividends than AGEAX: GADVX (2.57) 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 : 7.57 vs. GADVX (5.86). GADVX return over 5 years is better than : 15.77 vs. AGEAX (14.96).
| 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 | 0.237 | 1.300 | 18% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.1M | 420M | 12% |
| Annual Yield % from dividends | 0.44 | 2.57 | 17% |
| Returns for 1 year | 7.57 | 5.86 | 129% |
| Returns for 3 years | 16.74 | 17.73 | 94% |
| Returns for 5 years | 14.96 | 15.77 | 95% |
| Returns for 10 years | 51.56 | 26.09 | 198% |
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