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AEGFX vs AFCLX
AEGFX vs AFCLX Comparison
Open Charts AEGFX vs AFCLX
AEGFX vs AFCLX Comparison Chart in %
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AEGFX vs. AFCLX commentary
Jul 14, 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 AFCLX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 141B vs. AFCLX (202M). AEGFX pays higher dividends than AFCLX: AEGFX (2.53) vs AFCLX (0.00). AEGFX was incepted earlier than AFCLX: AEGFX (25 years) vs AFCLX (10 years). AFCLX (1.35) is less costly to investors than AEGFX (0.86). AFCLX is a more actively managed with annual turnover of: 90.00 vs. AEGFX (50.00). AEGFX has a lower initial minimum investment than AFCLX: AEGFX (250) vs AFCLX (2500). AEGFX annual gain was more profitable for investors over the last year : 5.43 vs. AFCLX (2.48). AEGFX return over 5 years is better than : -5.92 vs. AFCLX (-8.23).
| AEGFX | AFCLX | AEGFX / AFCLX | |
| Total Expense Ratio | 0.86 | 1.35 | 64% |
| Annual Report Gross Expense Ratio | 0.86 | 1.35 | 64% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 2.527 | -0.375 | -675% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 202M | 69,802% |
| Annual Yield % from dividends | 2.53 | 0.00 | - |
| Returns for 1 year | 5.43 | 2.48 | 219% |
| Returns for 3 years | 16.61 | 15.71 | 106% |
| Returns for 5 years | -5.92 | -8.23 | 72% |
| Returns for 10 years | 45.30 | 89.33 | 51% |
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