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AEGFX vs AFCMX
AEGFX vs AFCMX Comparison
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AEGFX vs AFCMX Comparison Chart in %
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AEGFX vs. AFCMX 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 AFCMX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 143B vs. AFCMX (209M). AEGFX pays higher dividends than AFCMX: AEGFX (2.47) vs AFCMX (0.35). AEGFX was incepted earlier than AFCMX: AEGFX (25 years) vs AFCMX (10 years). AEGFX (0.86) is less costly to investors than AFCMX (0.75). AFCMX is a more actively managed with annual turnover of: 90.00 vs. AEGFX (50.00). AFCMX has a lower initial minimum investment than AEGFX: AFCMX (0) vs AEGFX (250). AEGFX annual gain was more profitable for investors over the last year : 10.51 vs. AFCMX (9.61). AFCMX return over 5 years is better than : -0.97 vs. AEGFX (-5.68).
| AEGFX | AFCMX | AEGFX / AFCMX | |
| Total Expense Ratio | 0.86 | 0.75 | 115% |
| Annual Report Gross Expense Ratio | 0.86 | 0.75 | 115% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 3.906 | 3.944 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 209M | 68,421% |
| Annual Yield % from dividends | 2.47 | 0.35 | 702% |
| Returns for 1 year | 10.51 | 9.61 | 109% |
| Returns for 3 years | 23.19 | 26.64 | 87% |
| Returns for 5 years | -5.68 | -0.97 | 584% |
| Returns for 10 years | 57.30 | 116.68 | 49% |
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