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AEGFX vs AFCHX
AEGFX vs AFCHX Comparison
Open Charts AEGFX vs AFCHX
AEGFX vs AFCHX Comparison Chart in %
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AEGFX vs. AFCHX commentary
Jun 24, 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 Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 143B vs. AFCHX (209M). 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 (50.00). 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 : 10.51 vs. AFCHX (8.12). AEGFX return over 5 years is better than : -5.68 vs. AFCHX (-7.60).
| 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 | 3.906 | 3.250 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 209M | 68,421% |
| Annual Yield % from dividends | 2.47 | 0.00 | - |
| Returns for 1 year | 10.51 | 8.12 | 129% |
| Returns for 3 years | 23.19 | 21.63 | 107% |
| Returns for 5 years | -5.68 | -7.60 | 75% |
| Returns for 10 years | 57.30 | 88.84 | 64% |
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