Interact to see
Advertisement
Advertisement
AEGFX vs AFCWX
AEGFX vs AFCWX Comparison
Open Charts AEGFX vs AFCWX
AEGFX vs AFCWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEGFX vs. AFCWX commentary
Aug 03, 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 Buy and AFCWX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 141B vs. AFCWX (191M). AEGFX pays higher dividends than AFCWX: AEGFX (2.55) vs AFCWX (0.00). AEGFX was incepted earlier than AFCWX: AEGFX (25 years) vs AFCWX (10 years). AFCWX (1.60) is less costly to investors than AEGFX (0.86). AFCWX is a more actively managed with annual turnover of: 90.00 vs. AEGFX (50.00). AEGFX has a lower initial minimum investment than AFCWX: AEGFX (250) vs AFCWX (2500). AEGFX annual gain was more profitable for investors over the last year : 8.16 vs. AFCWX (1.18). AEGFX return over 5 years is better than : -3.42 vs. AFCWX (-10.61).
| AEGFX | AFCWX | AEGFX / AFCWX | |
| Total Expense Ratio | 0.86 | 1.60 | 54% |
| Annual Report Gross Expense Ratio | 0.86 | 1.60 | 54% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 3.873 | -2.341 | -165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 191M | 73,822% |
| Annual Yield % from dividends | 2.55 | 0.00 | - |
| Returns for 1 year | 8.16 | 1.18 | 689% |
| Returns for 3 years | 18.29 | 15.15 | 121% |
| Returns for 5 years | -3.42 | -10.61 | 32% |
| Returns for 10 years | 46.28 | 76.78 | 60% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CNWDX | 25.59 | 0.71 | +2.85% |
| Calamos Evolving World Growth C | |||
| SNOAX | 40.72 | -0.01 | -0.02% |
| Easterly Snow Long/Short Opportunity A | |||
| FUQIX | 26.17 | -0.02 | -0.08% |
| Fidelity SAI US Quality Index | |||
| MXPBX | 14.57 | -0.11 | -0.75% |
| Empower International Index Instl | |||
| JACFX | 19.54 | -0.17 | -0.86% |
| JHancock Mid Cap Growth NAV | |||