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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
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 AIVGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. AIVGX (2.62B). AEGFX pays higher dividends than AIVGX: AEGFX (2.47) vs AIVGX (1.42). 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: 35.00 vs. AIVGX (32.00). AEGFX has a lower initial minimum investment than AIVGX: AEGFX (250) vs AIVGX (1000000). AEGFX annual gain was more profitable for investors over the last year : 14.75 vs. AIVGX (11.57). AIVGX return over 5 years is better than : 30.13 vs. AEGFX (-1.79).
| 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 | 11.553 | 5.237 | 221% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.62B | 5,239% |
| Annual Yield % from dividends | 2.47 | 1.42 | 174% |
| Returns for 1 year | 14.75 | 11.57 | 127% |
| Returns for 3 years | 32.06 | 40.28 | 80% |
| Returns for 5 years | -1.79 | 30.13 | -6% |
| Returns for 10 years | 59.74 | 104.35 | 57% |
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