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AEGFX vs APHIX
AEGFX vs APHIX Comparison
Open Charts AEGFX vs APHIX
AEGFX vs APHIX Comparison Chart in %
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AEGFX vs. APHIX commentary
Aug 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 Buy and APHIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. APHIX (6.83B). AEGFX pays higher dividends than APHIX: AEGFX (2.55) vs APHIX (1.65). AEGFX was incepted earlier than APHIX: AEGFX (25 years) vs APHIX (29 years). APHIX (0.96) is less costly to investors than AEGFX (0.86). APHIX is a more actively managed with annual turnover of: 111.26 vs. AEGFX (50.00). AEGFX has a lower initial minimum investment than APHIX: AEGFX (250) vs APHIX (1000000). AEGFX annual gain was more profitable for investors over the last year : 7.34 vs. APHIX (0.44). APHIX return over 5 years is better than : -1.56 vs. AEGFX (-2.79).
| AEGFX | APHIX | AEGFX / APHIX | |
| Total Expense Ratio | 0.86 | 0.96 | 90% |
| Annual Report Gross Expense Ratio | 0.86 | 0.96 | 90% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 7.347 | 16.933 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 6.83B | 2,007% |
| Annual Yield % from dividends | 2.55 | 1.65 | 155% |
| Returns for 1 year | 7.34 | 0.44 | 1,665% |
| Returns for 3 years | 25.68 | 38.80 | 66% |
| Returns for 5 years | -2.79 | -1.56 | 179% |
| Returns for 10 years | 46.69 | 38.94 | 120% |
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