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AEGFX vs AIVCX
AEGFX vs AIVCX Comparison
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AEGFX vs AIVCX Comparison Chart in %
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AEGFX vs. AIVCX 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 AIVCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. AIVCX (2.62B). AEGFX pays higher dividends than AIVCX: AEGFX (2.47) vs AIVCX (0.66). AEGFX was incepted earlier than AIVCX: AEGFX (25 years) vs AIVCX (7 years). AIVCX (1.68) is less costly to investors than AEGFX (0.86). AEGFX is a more actively managed with annual turnover of: 35.00 vs. AIVCX (32.00). AEGFX (250) and AIVCX (250) have matching initial minimum investment requirements. AEGFX annual gain was more profitable for investors over the last year : 14.75 vs. AIVCX (10.27). AIVCX return over 5 years is better than : 22.81 vs. AEGFX (-1.79).
| AEGFX | AIVCX | AEGFX / AIVCX | |
| Total Expense Ratio | 0.86 | 1.67 | 51% |
| Annual Report Gross Expense Ratio | 0.86 | 1.68 | 51% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 11.553 | 4.771 | 242% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.62B | 5,239% |
| Annual Yield % from dividends | 2.47 | 0.66 | 376% |
| Returns for 1 year | 14.75 | 10.27 | 144% |
| Returns for 3 years | 32.06 | 35.55 | 90% |
| Returns for 5 years | -1.79 | 22.81 | -8% |
| Returns for 10 years | 59.74 | N/A | - |
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