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AEGFX vs AIVGX
AEGFX vs AIVGX Comparison
Open Charts AEGFX vs AIVGX
AEGFX vs AIVGX Comparison Chart in %
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AEGFX vs. AIVGX commentary
Jul 14, 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 AIVGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 141B vs. AIVGX (2.69B). AEGFX pays higher dividends than AIVGX: AEGFX (2.53) vs AIVGX (1.40). AEGFX was incepted earlier than AIVGX: AEGFX (25 years) vs AIVGX (15 years). AEGFX (0.86) is less costly to investors than AIVGX (0.55). AEGFX is a more actively managed with annual turnover of: 50.00 vs. AIVGX (32.00). AEGFX has a lower initial minimum investment than AIVGX: AEGFX (250) vs AIVGX (1000000). AIVGX annual gain was more profitable for investors over the last year : 11.02 vs. AEGFX (5.43). AIVGX return over 5 years is better than : 29.53 vs. AEGFX (-5.92).
| AEGFX | AIVGX | AEGFX / AIVGX | |
| Total Expense Ratio | 0.86 | 0.54 | 159% |
| Annual Report Gross Expense Ratio | 0.86 | 0.55 | 156% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 2.527 | 5.583 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 2.69B | 5,249% |
| Annual Yield % from dividends | 2.53 | 1.40 | 180% |
| Returns for 1 year | 5.43 | 11.02 | 49% |
| Returns for 3 years | 16.61 | 36.62 | 45% |
| Returns for 5 years | -5.92 | 29.53 | -20% |
| Returns for 10 years | 45.30 | 108.50 | 42% |
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