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AEGFX vs AFCHX
AEGFX vs AFCHX Comparison
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AEGFX vs AFCHX Comparison Chart in %
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AEGFX vs. AFCHX commentary
Jun 04, 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 AEGFX is a Hold and AFCHX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. AFCHX (236M). AEGFX pays higher dividends than AFCHX: AEGFX (2.47) vs AFCHX (0.00). AEGFX was incepted earlier than AFCHX: AEGFX (25 years) vs AFCHX (10 years). AFCHX (2.10) is less costly to investors than AEGFX (0.86). AFCHX is a more actively managed with annual turnover of: 90.00 vs. AEGFX (35.00). AEGFX has a lower initial minimum investment than AFCHX: AEGFX (250) vs AFCHX (2500). AEGFX annual gain was more profitable for investors over the last year : 14.75 vs. AFCHX (5.23). AEGFX return over 5 years is better than : -1.79 vs. AFCHX (-6.94).
| AEGFX | AFCHX | AEGFX / AFCHX | |
| Total Expense Ratio | 0.86 | 2.10 | 41% |
| Annual Report Gross Expense Ratio | 0.86 | 2.10 | 41% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 11.553 | 3.250 | 355% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 236M | 58,051% |
| Annual Yield % from dividends | 2.47 | 0.00 | - |
| Returns for 1 year | 14.75 | 5.23 | 282% |
| Returns for 3 years | 32.06 | 19.85 | 161% |
| Returns for 5 years | -1.79 | -6.94 | 26% |
| Returns for 10 years | 59.74 | 76.17 | 78% |
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