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AEGFX vs AIEVX
AEGFX vs AIEVX Comparison
Open Charts AEGFX vs AIEVX
AEGFX vs AIEVX Comparison Chart in %
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AEGFX vs. AIEVX commentary
Aug 03, 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 AIEVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 141B vs. AIEVX (1.88B). AEGFX pays higher dividends than AIEVX: AEGFX (2.55) vs AIEVX (1.99). 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 (50.00) and AIEVX (50.00) have comparable annual turnover. 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 : 8.16 vs. AIEVX (3.05). AEGFX return over 5 years is better than : -3.42 vs. AIEVX (-24.98).
| 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 | 3.873 | 10.239 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.88B | 7,508% |
| Annual Yield % from dividends | 2.55 | 1.99 | 128% |
| Returns for 1 year | 8.16 | 3.05 | 268% |
| Returns for 3 years | 18.29 | 10.19 | 179% |
| Returns for 5 years | -3.42 | -24.98 | 14% |
| Returns for 10 years | 46.28 | -13.54 | -342% |
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