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AEGFX vs AIERX
AEGFX vs AIERX Comparison
Open Charts AEGFX vs AIERX
AEGFX vs AIERX Comparison Chart in %
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AEGFX vs. AIERX 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 AIERX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. AIERX (1.93B). AEGFX pays higher dividends than AIERX: AEGFX (2.47) vs AIERX (1.58). AEGFX was incepted earlier than AIERX: AEGFX (25 years) vs AIERX (24 years). AIERX (1.52) is less costly to investors than AEGFX (0.86). AIERX is a more actively managed with annual turnover of: 50.00 vs. AEGFX (35.00). 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 : 14.75 vs. AIERX (0.11). AEGFX return over 5 years is better than : -1.79 vs. AIERX (-30.12).
| AEGFX | AIERX | AEGFX / AIERX | |
| Total Expense Ratio | 0.86 | 1.52 | 57% |
| Annual Report Gross Expense Ratio | 0.86 | 1.52 | 57% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 11.553 | 10.399 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.93B | 7,106% |
| Annual Yield % from dividends | 2.47 | 1.58 | 156% |
| Returns for 1 year | 14.75 | 0.11 | 13,021% |
| Returns for 3 years | 32.06 | 9.96 | 322% |
| Returns for 5 years | -1.79 | -30.12 | 6% |
| Returns for 10 years | 59.74 | -21.07 | -283% |
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