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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
Jul 25, 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 APHIX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 141B vs. APHIX (6.72B). AEGFX pays higher dividends than APHIX: AEGFX (2.53) vs APHIX (1.66). 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 : 2.28 vs. APHIX (-1.66). APHIX return over 5 years is better than : -2.12 vs. AEGFX (-6.65).
| 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 | 1.646 | 14.039 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 6.72B | 2,098% |
| Annual Yield % from dividends | 2.53 | 1.66 | 152% |
| Returns for 1 year | 2.28 | -1.66 | -138% |
| Returns for 3 years | 16.13 | 35.47 | 45% |
| Returns for 5 years | -6.65 | -2.12 | 313% |
| Returns for 10 years | 43.70 | 39.11 | 112% |
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