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AEGFX vs BUFIX
AEGFX vs BUFIX Comparison
Open Charts AEGFX vs BUFIX
AEGFX vs BUFIX Comparison Chart in %
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AEGFX vs. BUFIX 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 Hold and BUFIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 141B vs. BUFIX (888M). AEGFX pays higher dividends than BUFIX: AEGFX (2.53) vs BUFIX (0.46). AEGFX was incepted earlier than BUFIX: AEGFX (25 years) vs BUFIX (19 years). BUFIX (1.05) is less costly to investors than AEGFX (0.86). AEGFX is a more actively managed with annual turnover of: 50.00 vs. BUFIX (16.00). AEGFX has a lower initial minimum investment than BUFIX: AEGFX (250) vs BUFIX (2500). BUFIX annual gain was more profitable for investors over the last year : 18.52 vs. AEGFX (5.43). BUFIX return over 5 years is better than : 25.95 vs. AEGFX (-5.92).
| AEGFX | BUFIX | AEGFX / BUFIX | |
| Total Expense Ratio | 0.86 | 1.05 | 82% |
| Annual Report Gross Expense Ratio | 0.86 | 1.05 | 82% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 2.527 | 17.950 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 888M | 15,878% |
| Annual Yield % from dividends | 2.53 | 0.46 | 555% |
| Returns for 1 year | 5.43 | 18.52 | 29% |
| Returns for 3 years | 16.61 | 36.28 | 46% |
| Returns for 5 years | -5.92 | 25.95 | -23% |
| Returns for 10 years | 45.30 | 156.48 | 29% |
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