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AEGFX vs AFCWX
AEGFX vs AFCWX Comparison
Open Charts AEGFX vs AFCWX
AEGFX vs AFCWX Comparison Chart in %
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AEGFX vs. AFCWX 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 AFCWX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 143B vs. AFCWX (209M). AEGFX pays higher dividends than AFCWX: AEGFX (2.47) 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 : 10.51 vs. AFCWX (8.69). AFCWX return over 5 years is better than : -5.18 vs. AEGFX (-5.68).
| 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 | 3.906 | 3.538 | 110% |
| 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 | 8.69 | 121% |
| Returns for 3 years | 23.19 | 23.43 | 99% |
| Returns for 5 years | -5.68 | -5.18 | 110% |
| Returns for 10 years | 57.30 | 98.74 | 58% |
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