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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
Aug 23, 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 StrongBuy and AIERX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. AIERX (1.9B). AEGFX pays higher dividends than AIERX: AEGFX (2.55) 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). AEGFX (50.00) and AIERX (50.00) have comparable annual turnover. 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 : 8.55 vs. AIERX (0.66). AEGFX return over 5 years is better than : 0.76 vs. AIERX (-26.47).
| 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 | 7.962 | 12.075 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.9B | 7,222% |
| Annual Yield % from dividends | 2.55 | 1.58 | 162% |
| Returns for 1 year | 8.55 | 0.66 | 1,296% |
| Returns for 3 years | 30.02 | 15.47 | 194% |
| Returns for 5 years | 0.76 | -26.47 | -3% |
| Returns for 10 years | 47.56 | -20.83 | -228% |
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