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AEGFX vs AIVFX
AEGFX vs AIVFX Comparison
Open Charts AEGFX vs AIVFX
AEGFX vs AIVFX Comparison Chart in %
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AEGFX vs. AIVFX commentary
Sep 12, 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 AIVFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 140B vs. AIVFX (2.75B). AEGFX pays higher dividends than AIVFX: AEGFX (2.48) vs AIVFX (1.28). AEGFX was incepted earlier than AIVFX: AEGFX (26 years) vs AIVFX (7 years). AEGFX (0.86) is less costly to investors than AIVFX (0.65). AEGFX is a more actively managed with annual turnover of: 50.00 vs. AIVFX (32.00). AEGFX (250) and AIVFX (250) have matching initial minimum investment requirements. AIVFX annual gain was more profitable for investors over the last year : 10.84 vs. AEGFX (4.48). AIVFX return over 5 years is better than : 28.03 vs. AEGFX (-4.67).
| AEGFX | AIVFX | AEGFX / AIVFX | |
| Total Expense Ratio | 0.86 | 0.64 | 134% |
| Annual Report Gross Expense Ratio | 0.86 | 0.65 | 132% |
| Fund Existence | 26 years | 7 years | - |
| Gain YTD | 6.848 | 8.523 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 2.75B | 5,091% |
| Annual Yield % from dividends | 2.48 | 1.28 | 194% |
| Returns for 1 year | 4.48 | 10.84 | 41% |
| Returns for 3 years | 28.19 | 47.31 | 60% |
| Returns for 5 years | -4.67 | 28.03 | -17% |
| Returns for 10 years | 47.63 | N/A | - |
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