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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
Jun 24, 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 Hold and AIEVX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 143B vs. AIEVX (1.93B). AEGFX pays higher dividends than AIEVX: AEGFX (2.47) vs AIEVX (2.00). 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 : 10.51 vs. AIEVX (4.51). AEGFX return over 5 years is better than : -5.68 vs. AIEVX (-24.88).
| 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 | 3.906 | 11.662 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.93B | 7,409% |
| Annual Yield % from dividends | 2.47 | 2.00 | 123% |
| Returns for 1 year | 10.51 | 4.51 | 233% |
| Returns for 3 years | 23.19 | 14.54 | 160% |
| Returns for 5 years | -5.68 | -24.88 | 23% |
| Returns for 10 years | 57.30 | -7.22 | -793% |
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