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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
Jul 14, 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 (2.53) vs AIEVX (1.98). 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 : 5.43 vs. AIEVX (-0.07). AEGFX return over 5 years is better than : -5.92 vs. AIEVX (-26.43).
| 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 | 2.527 | 9.826 | 26% |
| 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 | 7,488% |
| Annual Yield % from dividends | 2.53 | 1.98 | 127% |
| Returns for 1 year | 5.43 | -0.07 | -7,902% |
| Returns for 3 years | 16.61 | 8.60 | 193% |
| Returns for 5 years | -5.92 | -26.43 | 22% |
| Returns for 10 years | 45.30 | -13.27 | -341% |
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