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AEGFX vs AIIYX
AEGFX vs AIIYX Comparison
Open Charts AEGFX vs AIIYX
AEGFX vs AIIYX Comparison Chart in %
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AEGFX vs. AIIYX commentary
Jun 04, 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 AIIYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. AIIYX (1.93B). AEGFX pays higher dividends than AIIYX: AEGFX (2.47) vs AIIYX (1.98). AEGFX was incepted earlier than AIIYX: AEGFX (25 years) vs AIIYX (18 years). AIIYX (1.02) is less costly to investors than AEGFX (0.86). AIIYX is a more actively managed with annual turnover of: 50.00 vs. AEGFX (35.00). AEGFX has a lower initial minimum investment than AIIYX: AEGFX (250) vs AIIYX (1000). AEGFX annual gain was more profitable for investors over the last year : 14.75 vs. AIIYX (1.12). AEGFX return over 5 years is better than : -1.79 vs. AIIYX (-27.39).
| AEGFX | AIIYX | AEGFX / AIIYX | |
| Total Expense Ratio | 0.86 | 1.02 | 84% |
| Annual Report Gross Expense Ratio | 0.86 | 1.02 | 84% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 11.553 | 10.589 | 109% |
| Front Load | N/A | N/A | - |
| 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 | 1.98 | 125% |
| Returns for 1 year | 14.75 | 1.12 | 1,320% |
| Returns for 3 years | 32.06 | 12.35 | 259% |
| Returns for 5 years | -1.79 | -27.39 | 7% |
| Returns for 10 years | 59.74 | -16.01 | -373% |
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