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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
Sep 13, 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 APDIX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 140B vs. APDIX (6.8B). AEGFX pays higher dividends than APDIX: AEGFX (2.48) vs APDIX (1.61). AEGFX was incepted earlier than APDIX: AEGFX (26 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 : 4.48 vs. APDIX (-4.36). AEGFX return over 5 years is better than : -4.67 vs. APDIX (-5.98).
| AEGFX | APDIX | AEGFX / APDIX | |
| Total Expense Ratio | 0.86 | 1.05 | 82% |
| Annual Report Gross Expense Ratio | 0.86 | 1.05 | 82% |
| Fund Existence | 26 years | 11 years | - |
| Gain YTD | 6.848 | 12.546 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 6.8B | 2,058% |
| Annual Yield % from dividends | 2.48 | 1.61 | 154% |
| Returns for 1 year | 4.48 | -4.36 | -103% |
| Returns for 3 years | 28.19 | 34.01 | 83% |
| Returns for 5 years | -4.67 | -5.98 | 78% |
| Returns for 10 years | 47.63 | 34.54 | 138% |
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