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AEGFX vs AWPAX
AEGFX vs AWPAX Comparison
Open Charts AEGFX vs AWPAX
AEGFX vs AWPAX Comparison Chart in %
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AEGFX vs. AWPAX commentary
Jul 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 AWPAX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 141B vs. AWPAX (669M). AEGFX pays higher dividends than AWPAX: AEGFX (2.53) 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 : 6.36 vs. AWPAX (4.95). AEGFX return over 5 years is better than : -3.97 vs. AWPAX (-5.99).
| 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 | 4.239 | 3.968 | 107% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 669M | 21,076% |
| Annual Yield % from dividends | 2.53 | 0.00 | - |
| Returns for 1 year | 6.36 | 4.95 | 129% |
| Returns for 3 years | 22.40 | 22.23 | 101% |
| Returns for 5 years | -3.97 | -5.99 | 66% |
| Returns for 10 years | 48.80 | 44.24 | 110% |
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