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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 23, 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 StrongBuy and AIEVX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. AIEVX (1.9B). 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 : 8.55 vs. AIEVX (2.23). AEGFX return over 5 years is better than : 0.76 vs. AIEVX (-22.20).
| 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 | 7.962 | 12.489 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.9B | 7,222% |
| Annual Yield % from dividends | 2.55 | 1.99 | 128% |
| Returns for 1 year | 8.55 | 2.23 | 384% |
| Returns for 3 years | 30.02 | 19.03 | 158% |
| Returns for 5 years | 0.76 | -22.20 | -3% |
| Returns for 10 years | 47.56 | -13.55 | -351% |
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