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AEGFX vs AIEVX
AEGFX vs AIEVX Comparison
Open Charts AEGFX vs AIEVX
American Funds EUPAC F1
Price$65.28
Change-$0.08 (-0.12%)
VolumeN/A
Net Assets138.77B
Invesco EQV International Equity R5
Price$25.49
Change+$0.08 (+0.31%)
VolumeN/A
Net Assets2.27B
AEGFX vs AIEVX Comparison Chart in %
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AEGFX vs. AIEVX commentary
Oct 07, 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 Buy and AIEVX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 139B vs. AIEVX (2.27B). AIEVX pays higher dividends than AEGFX: AIEVX (2.58) vs AEGFX (0.63). AEGFX was incepted earlier than AIEVX: AEGFX (25 years) vs AIEVX (24 years). AIEVX (0.93) is less costly to investors than AEGFX (0.86). AEGFX is a more actively managed with annual turnover of: 35.00 vs. AIEVX (28.00). AEGFX has a lower initial minimum investment than AIEVX: AEGFX (250) vs AIEVX (1000000). AEGFX annual gain was more profitable for investors over the last year : 10.92 vs. AIEVX (2.45). AEGFX return over 5 years is better than : 15.19 vs. AIEVX (-18.40).
| AEGFX | AIEVX | AEGFX / AIEVX | |
| Total Expense Ratio | 0.86 | 0.93 | 92% |
| Annual Report Gross Expense Ratio | 0.86 | 0.93 | 92% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 22.110 | 15.290 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 2.27B | 6,115% |
| Annual Yield % from dividends | 0.63 | 2.58 | 25% |
| Returns for 1 year | 10.92 | 2.45 | 446% |
| Returns for 3 years | 50.48 | 29.54 | 171% |
| Returns for 5 years | 15.19 | -18.40 | -83% |
| Returns for 10 years | 43.81 | -10.45 | -419% |
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