Interact to see
Advertisement
Advertisement
AEGFX vs BUFIX
AEGFX vs BUFIX Comparison
Open Charts AEGFX vs BUFIX
AEGFX vs BUFIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEGFX vs. BUFIX commentary
Aug 23, 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 StrongBuy and BUFIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. BUFIX (887M). AEGFX pays higher dividends than BUFIX: AEGFX (2.55) vs BUFIX (0.48). AEGFX was incepted earlier than BUFIX: AEGFX (25 years) vs BUFIX (19 years). BUFIX (1.04) 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 : 21.73 vs. AEGFX (8.55). BUFIX return over 5 years is better than : 23.52 vs. AEGFX (0.76).
| AEGFX | BUFIX | AEGFX / BUFIX | |
| Total Expense Ratio | 0.86 | 1.04 | 83% |
| Annual Report Gross Expense Ratio | 0.86 | 1.04 | 83% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 7.962 | 18.661 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 887M | 15,445% |
| Annual Yield % from dividends | 2.55 | 0.48 | 533% |
| Returns for 1 year | 8.55 | 21.73 | 39% |
| Returns for 3 years | 30.02 | 45.66 | 66% |
| Returns for 5 years | 0.76 | 23.52 | 3% |
| Returns for 10 years | 47.56 | 144.62 | 33% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement