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AEGFX vs ATGRX
AEGFX vs ATGRX Comparison
Open Charts AEGFX vs ATGRX
AEGFX vs ATGRX Comparison Chart in %
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AEGFX vs. ATGRX commentary
Jun 15, 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 ATGRX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 143B vs. ATGRX (2.24B). AEGFX pays higher dividends than ATGRX: AEGFX (2.47) vs ATGRX (0.03). AEGFX was incepted earlier than ATGRX: AEGFX (25 years) vs ATGRX (23 years). ATGRX (1.72) is less costly to investors than AEGFX (0.86). ATGRX is a more actively managed with annual turnover of: 65.00 vs. AEGFX (50.00). AEGFX has a lower initial minimum investment than ATGRX: AEGFX (250) vs ATGRX (2500). AEGFX annual gain was more profitable for investors over the last year : 14.21 vs. ATGRX (0.24). AEGFX return over 5 years is better than : -4.57 vs. ATGRX (-15.03).
| AEGFX | ATGRX | AEGFX / ATGRX | |
| Total Expense Ratio | 0.86 | 1.69 | 51% |
| Annual Report Gross Expense Ratio | 0.86 | 1.72 | 50% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 9.791 | 2.157 | 454% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 2.24B | 6,387% |
| Annual Yield % from dividends | 2.47 | 0.03 | 9,003% |
| Returns for 1 year | 14.21 | 0.24 | 5,931% |
| Returns for 3 years | 27.22 | 15.02 | 181% |
| Returns for 5 years | -4.57 | -15.03 | 30% |
| Returns for 10 years | 64.70 | 35.32 | 183% |
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