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AEGFX vs AWPAX
AEGFX vs AWPAX Comparison
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AEGFX vs AWPAX Comparison Chart in %
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AEGFX vs. AWPAX commentary
Aug 03, 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 AWPAX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 141B vs. AWPAX (652M). AEGFX pays higher dividends than AWPAX: AEGFX (2.55) vs AWPAX (0.00). AEGFX was incepted earlier than AWPAX: AEGFX (25 years) vs AWPAX (32 years). AWPAX (1.04) is less costly to investors than AEGFX (0.86). AEGFX (50.00) and AWPAX (48.00) have comparable annual turnover. AEGFX has a lower initial minimum investment than AWPAX: AEGFX (250) vs AWPAX (2500). AEGFX annual gain was more profitable for investors over the last year : 8.16 vs. AWPAX (6.08). AEGFX return over 5 years is better than : -3.42 vs. AWPAX (-7.52).
| AEGFX | AWPAX | AEGFX / AWPAX | |
| Total Expense Ratio | 0.86 | 1.04 | 83% |
| Annual Report Gross Expense Ratio | 0.86 | 1.04 | 83% |
| Fund Existence | 25 years | 32 years | - |
| Gain YTD | 3.873 | 2.708 | 143% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 652M | 21,626% |
| Annual Yield % from dividends | 2.55 | 0.00 | - |
| Returns for 1 year | 8.16 | 6.08 | 134% |
| Returns for 3 years | 18.29 | 18.60 | 98% |
| Returns for 5 years | -3.42 | -7.52 | 45% |
| Returns for 10 years | 46.28 | 40.31 | 115% |
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