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AEGFX vs AIEVX
AEGFX vs AIEVX Comparison
Open Charts AEGFX vs AIEVX
American Funds EUPAC F1
Price$60.35
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets133.44B
Invesco EQV International Equity R5
Price$24.30
Change+$0.16 (+0.66%)
VolumeN/A
Net Assets2.47B
AEGFX vs AIEVX Comparison Chart
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AEGFX vs. AIEVX commentary
Jun 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 133B vs. AIEVX (2.47B). AIEVX pays higher dividends than AEGFX: AIEVX (2.68) vs AEGFX (1.00). 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: 30.00 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 : 2.95 vs. AIEVX (2.18). AEGFX return over 5 years is better than : 18.14 vs. AIEVX (-15.91).
| 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 | 12.832 | 9.528 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 2.47B | 5,389% |
| Annual Yield % from dividends | 1.00 | 2.68 | 37% |
| Returns for 1 year | 2.95 | 2.18 | 135% |
| Returns for 3 years | 17.00 | 6.39 | 266% |
| Returns for 5 years | 18.14 | -15.91 | -114% |
| Returns for 10 years | 25.58 | -20.89 | -122% |
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