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AEGFX vs AIEVX
AEGFX vs AIEVX Comparison
Open Charts AEGFX vs AIEVX
American Funds EUPAC F1
Price$59.90
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets131.71B
Invesco EQV International Equity R5
Price$23.90
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets2.4B
AEGFX vs AIEVX Comparison Chart in %
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AEGFX vs. AIEVX commentary
Aug 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 Hold and AIEVX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 132B vs. AIEVX (2.4B). AIEVX pays higher dividends than AEGFX: AIEVX (2.71) vs AEGFX (0.68). AEGFX was incepted earlier than AIEVX: AEGFX (24 years) vs AIEVX (23 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 : 12.08 vs. AIEVX (5.59). AEGFX return over 5 years is better than : 8.75 vs. AIEVX (-21.23).
| AEGFX | AIEVX | AEGFX / AIEVX | |
| Total Expense Ratio | 0.86 | 0.93 | 92% |
| Annual Report Gross Expense Ratio | 0.86 | 0.93 | 92% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 12.046 | 8.485 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 2.4B | 5,507% |
| Annual Yield % from dividends | 0.68 | 2.71 | 25% |
| Returns for 1 year | 12.08 | 5.59 | 216% |
| Returns for 3 years | 22.64 | 8.35 | 271% |
| Returns for 5 years | 8.75 | -21.23 | -41% |
| Returns for 10 years | 25.33 | -18.85 | -134% |
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