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AEGFX vs AIEVX
AEGFX vs AIEVX Comparison
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AEGFX vs AIEVX Comparison Chart in %
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AEGFX vs. AIEVX commentary
Sep 13, 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 Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 140B vs. AIEVX (1.85B). AEGFX pays higher dividends than AIEVX: AEGFX (2.48) vs AIEVX (1.97). AEGFX was incepted earlier than AIEVX: AEGFX (26 years) vs AIEVX (25 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 : 4.48 vs. AIEVX (-2.41). AEGFX return over 5 years is better than : -4.67 vs. AIEVX (-26.46).
| AEGFX | AIEVX | AEGFX / AIEVX | |
| Total Expense Ratio | 0.86 | 0.93 | 92% |
| Annual Report Gross Expense Ratio | 0.86 | 0.93 | 92% |
| Fund Existence | 26 years | 25 years | - |
| Gain YTD | 6.848 | 10.101 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.85B | 7,576% |
| Annual Yield % from dividends | 2.48 | 1.97 | 126% |
| Returns for 1 year | 4.48 | -2.41 | -186% |
| Returns for 3 years | 28.19 | 15.60 | 181% |
| Returns for 5 years | -4.67 | -26.46 | 18% |
| Returns for 10 years | 47.63 | -13.10 | -364% |
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