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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
Jun 24, 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 APDIX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 143B vs. APDIX (6.72B). AEGFX pays higher dividends than APDIX: AEGFX (2.47) vs APDIX (1.60). 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 : 14.07 vs. APDIX (4.45). APDIX return over 5 years is better than : -0.64 vs. AEGFX (-2.11).
| 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 | 6.981 | 15.818 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 6.72B | 2,129% |
| Annual Yield % from dividends | 2.47 | 1.60 | 154% |
| Returns for 1 year | 14.07 | 4.45 | 316% |
| Returns for 3 years | 26.84 | 39.85 | 67% |
| Returns for 5 years | -2.11 | -0.64 | 331% |
| Returns for 10 years | 61.95 | 45.42 | 136% |
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