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AEGFX vs AIERX
AEGFX vs AIERX Comparison
Open Charts AEGFX vs AIERX
American Funds EUPAC F1
Price$61.18
Change-$0.32 (-0.52%)
VolumeN/A
Net Assets136.01B
Invesco EQV International Equity R
Price$23.27
Change-$0.07 (-0.30%)
VolumeN/A
Net Assets2.5B
AEGFX vs AIERX Comparison Chart in %
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AEGFX vs. AIERX commentary
Jul 27, 2025
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 AIERX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 136B vs. AIERX (2.5B). AIERX pays higher dividends than AEGFX: AIERX (2.29) vs AEGFX (0.67). AEGFX was incepted earlier than AIERX: AEGFX (24 years) vs AIERX (23 years). AIERX (1.52) is less costly to investors than AEGFX (0.86). AEGFX is a more actively managed with annual turnover of: 35.00 vs. AIERX (28.00). AEGFX has a lower initial minimum investment than AIERX: AEGFX (250) vs AIERX (1000). AEGFX annual gain was more profitable for investors over the last year : 9.75 vs. AIERX (4.91). AEGFX return over 5 years is better than : 14.71 vs. AIERX (-20.73).
| AEGFX | AIERX | AEGFX / AIERX | |
| Total Expense Ratio | 0.86 | 1.52 | 57% |
| Annual Report Gross Expense Ratio | 0.86 | 1.52 | 57% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 14.441 | 12.428 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 2.5B | 5,436% |
| Annual Yield % from dividends | 0.67 | 2.29 | 29% |
| Returns for 1 year | 9.75 | 4.91 | 199% |
| Returns for 3 years | 29.95 | 13.49 | 222% |
| Returns for 5 years | 14.71 | -20.73 | -71% |
| Returns for 10 years | 28.55 | -22.05 | -129% |
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