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AEGFX vs IDVSX
AEGFX vs IDVSX Comparison
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AEGFX vs IDVSX Comparison Chart in %
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AEGFX vs. IDVSX 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 IDVSX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 141B vs. IDVSX (2B). AEGFX pays higher dividends than IDVSX: AEGFX (2.55) vs IDVSX (0.00). AEGFX was incepted earlier than IDVSX: AEGFX (25 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 : 8.16 vs. IDVSX (6.04). AEGFX return over 5 years is better than : -3.42 vs. IDVSX (-7.32).
| AEGFX | IDVSX | AEGFX / IDVSX | |
| Total Expense Ratio | 0.86 | 0.90 | 96% |
| Annual Report Gross Expense Ratio | 0.86 | 0.90 | 96% |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | 3.873 | 0.645 | 601% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 2B | 7,036% |
| Annual Yield % from dividends | 2.55 | 0.00 | - |
| Returns for 1 year | 8.16 | 6.04 | 135% |
| Returns for 3 years | 18.29 | 23.14 | 79% |
| Returns for 5 years | -3.42 | -7.32 | 47% |
| Returns for 10 years | 46.28 | N/A | - |
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