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AEGFX vs AIVCX
AEGFX vs AIVCX Comparison
Open Charts AEGFX vs AIVCX
AEGFX vs AIVCX Comparison Chart in %
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AEGFX vs. AIVCX 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 AIVCX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 143B vs. AIVCX (2.67B). 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: 50.00 vs. AIVCX (32.00). AEGFX (250) and AIVCX (250) have matching initial minimum investment requirements. AIVCX annual gain was more profitable for investors over the last year : 14.79 vs. AEGFX (10.51). AIVCX return over 5 years is better than : 25.53 vs. AEGFX (-5.68).
| 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 | 3.906 | 6.781 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 2.67B | 5,350% |
| Annual Yield % from dividends | 2.47 | 0.66 | 376% |
| Returns for 1 year | 10.51 | 14.79 | 71% |
| Returns for 3 years | 23.19 | 38.68 | 60% |
| Returns for 5 years | -5.68 | 25.53 | -22% |
| Returns for 10 years | 57.30 | N/A | - |
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