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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
Sep 13, 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 AIERX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 140B vs. AIERX (1.85B). AEGFX pays higher dividends than AIERX: AEGFX (2.48) vs AIERX (1.56). AEGFX was incepted earlier than AIERX: AEGFX (26 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 : 4.48 vs. AIERX (-3.89). AEGFX return over 5 years is better than : -4.67 vs. AIERX (-30.49).
| AEGFX | AIERX | AEGFX / AIERX | |
| Total Expense Ratio | 0.86 | 1.52 | 57% |
| Annual Report Gross Expense Ratio | 0.86 | 1.52 | 57% |
| Fund Existence | 26 years | 24 years | - |
| Gain YTD | 6.848 | 9.660 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.85B | 7,576% |
| Annual Yield % from dividends | 2.48 | 1.56 | 159% |
| Returns for 1 year | 4.48 | -3.89 | -115% |
| Returns for 3 years | 28.19 | 12.17 | 232% |
| Returns for 5 years | -4.67 | -30.49 | 15% |
| Returns for 10 years | 47.63 | -20.41 | -233% |
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