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AEGFX vs AFCSX
AEGFX vs AFCSX Comparison
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AEGFX vs AFCSX Comparison Chart in %
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AEGFX vs. AFCSX 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 AFCSX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. AFCSX (236M). AEGFX pays higher dividends than AFCSX: AEGFX (2.47) vs AFCSX (0.21). AEGFX was incepted earlier than AFCSX: AEGFX (25 years) vs AFCSX (10 years). AFCSX (0.90) and AEGFX (0.86) have similar cost to investors . AFCSX is a more actively managed with annual turnover of: 90.00 vs. AEGFX (35.00). AEGFX has a lower initial minimum investment than AFCSX: AEGFX (250) vs AFCSX (5000000). AEGFX annual gain was more profitable for investors over the last year : 14.75 vs. AFCSX (6.48). AFCSX return over 5 years is better than : -1.02 vs. AEGFX (-1.79).
| AEGFX | AFCSX | AEGFX / AFCSX | |
| Total Expense Ratio | 0.86 | 0.90 | 96% |
| Annual Report Gross Expense Ratio | 0.86 | 0.90 | 96% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 11.553 | 3.810 | 303% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 236M | 58,051% |
| Annual Yield % from dividends | 2.47 | 0.21 | 1,171% |
| Returns for 1 year | 14.75 | 6.48 | 228% |
| Returns for 3 years | 32.06 | 24.19 | 133% |
| Returns for 5 years | -1.79 | -1.02 | 176% |
| Returns for 10 years | 59.74 | 99.14 | 60% |
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