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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
Jul 07, 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 AIIYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 143B vs. AIIYX (1.88B). AEGFX pays higher dividends than AIIYX: AEGFX (2.53) vs AIIYX (1.96). 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). AEGFX (50.00) and AIIYX (50.00) have comparable annual turnover. 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 : 6.79 vs. AIIYX (-1.89). AEGFX return over 5 years is better than : -4.97 vs. AIIYX (-27.90).
| 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 | 4.039 | 9.212 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.88B | 7,598% |
| Annual Yield % from dividends | 2.53 | 1.96 | 129% |
| Returns for 1 year | 6.79 | -1.89 | -359% |
| Returns for 3 years | 21.51 | 8.58 | 251% |
| Returns for 5 years | -4.97 | -27.90 | 18% |
| Returns for 10 years | 52.56 | -14.43 | -364% |
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