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AEGFX vs APDIX
AEGFX vs APDIX Comparison
Open Charts AEGFX vs APDIX
AEGFX vs APDIX Comparison Chart in %
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AEGFX vs. APDIX commentary
Aug 23, 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 StrongBuy and APDIX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. APDIX (6.83B). AEGFX pays higher dividends than APDIX: AEGFX (2.55) vs APDIX (1.59). AEGFX was incepted earlier than APDIX: AEGFX (25 years) vs APDIX (11 years). APDIX (1.05) is less costly to investors than AEGFX (0.86). APDIX is a more actively managed with annual turnover of: 111.26 vs. AEGFX (50.00). AEGFX has a lower initial minimum investment than APDIX: AEGFX (250) vs APDIX (250000). AEGFX annual gain was more profitable for investors over the last year : 8.55 vs. APDIX (-0.85). AEGFX return over 5 years is better than : 0.76 vs. APDIX (-3.37).
| AEGFX | APDIX | AEGFX / APDIX | |
| Total Expense Ratio | 0.86 | 1.05 | 82% |
| Annual Report Gross Expense Ratio | 0.86 | 1.05 | 82% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 7.962 | 14.772 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 6.83B | 2,007% |
| Annual Yield % from dividends | 2.55 | 1.59 | 160% |
| Returns for 1 year | 8.55 | -0.85 | -1,009% |
| Returns for 3 years | 30.02 | 38.81 | 77% |
| Returns for 5 years | 0.76 | -3.37 | -22% |
| Returns for 10 years | 47.56 | 34.21 | 139% |
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