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AEGFX vs AIIEX
AEGFX vs AIIEX Comparison
Open Charts AEGFX vs AIIEX
AEGFX vs AIIEX Comparison Chart in %
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AEGFX vs. AIIEX commentary
Jun 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 Hold and AIIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. AIIEX (1.93B). AEGFX pays higher dividends than AIIEX: AEGFX (2.47) vs AIIEX (1.76). AEGFX was incepted earlier than AIIEX: AEGFX (25 years) vs AIIEX (34 years). AIIEX (1.27) is less costly to investors than AEGFX (0.86). AIIEX is a more actively managed with annual turnover of: 50.00 vs. AEGFX (35.00). AEGFX has a lower initial minimum investment than AIIEX: AEGFX (250) vs AIIEX (1000). AEGFX annual gain was more profitable for investors over the last year : 14.75 vs. AIIEX (0.78). AEGFX return over 5 years is better than : -1.79 vs. AIIEX (-28.41).
| AEGFX | AIIEX | AEGFX / AIIEX | |
| Total Expense Ratio | 0.86 | 1.27 | 68% |
| Annual Report Gross Expense Ratio | 0.86 | 1.27 | 68% |
| Fund Existence | 25 years | 34 years | - |
| Gain YTD | 11.553 | 10.506 | 110% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.93B | 7,106% |
| Annual Yield % from dividends | 2.47 | 1.76 | 140% |
| Returns for 1 year | 14.75 | 0.78 | 1,882% |
| Returns for 3 years | 32.06 | 11.45 | 280% |
| Returns for 5 years | -1.79 | -28.41 | 6% |
| Returns for 10 years | 59.74 | -18.05 | -331% |
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