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AEGFX vs IDVSX
AEGFX vs IDVSX Comparison
Open Charts AEGFX vs IDVSX
AEGFX vs IDVSX Comparison Chart in %
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AEGFX vs. IDVSX commentary
Sep 13, 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 IDVSX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 140B vs. IDVSX (1.77B). AEGFX pays higher dividends than IDVSX: AEGFX (2.48) vs IDVSX (0.00). AEGFX was incepted earlier than IDVSX: AEGFX (26 years) vs IDVSX (8 years). IDVSX (0.90) and AEGFX (0.86) have similar cost to investors . AEGFX is a more actively managed with annual turnover of: 50.00 vs. IDVSX (13.00). AEGFX has a lower initial minimum investment than IDVSX: AEGFX (250) vs IDVSX (5000000). AEGFX annual gain was more profitable for investors over the last year : 4.48 vs. IDVSX (-0.11). AEGFX return over 5 years is better than : -4.67 vs. IDVSX (-12.64).
| AEGFX | IDVSX | AEGFX / IDVSX | |
| Total Expense Ratio | 0.86 | 0.90 | 96% |
| Annual Report Gross Expense Ratio | 0.86 | 0.90 | 96% |
| Fund Existence | 26 years | 8 years | - |
| Gain YTD | 6.848 | -1.648 | -416% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.77B | 7,896% |
| Annual Yield % from dividends | 2.48 | 0.00 | - |
| Returns for 1 year | 4.48 | -0.11 | -4,103% |
| Returns for 3 years | 28.19 | 31.53 | 89% |
| Returns for 5 years | -4.67 | -12.64 | 37% |
| Returns for 10 years | 47.63 | N/A | - |
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