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AEGFX vs JOHAX
AEGFX vs JOHAX Comparison
Open Charts AEGFX vs JOHAX
AEGFX vs JOHAX Comparison Chart in %
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AEGFX vs. JOHAX 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 JOHAX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. JOHAX (2.66B). AEGFX pays higher dividends than JOHAX: AEGFX (2.55) vs JOHAX (1.47). AEGFX was incepted earlier than JOHAX: AEGFX (25 years) vs JOHAX (16 years). JOHAX (1.19) is less costly to investors than AEGFX (0.86). JOHAX is a more actively managed with annual turnover of: 92.83 vs. AEGFX (50.00). JOHAX has a lower initial minimum investment than AEGFX: JOHAX (0) vs AEGFX (250). JOHAX annual gain was more profitable for investors over the last year : 15.00 vs. AEGFX (8.55). JOHAX return over 5 years is better than : 3.31 vs. AEGFX (0.76).
| AEGFX | JOHAX | AEGFX / JOHAX | |
| Total Expense Ratio | 0.86 | 1.19 | 72% |
| Annual Report Gross Expense Ratio | 0.86 | 1.19 | 72% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 7.962 | 9.520 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.66B | 5,156% |
| Annual Yield % from dividends | 2.55 | 1.47 | 173% |
| Returns for 1 year | 8.55 | 15.00 | 57% |
| Returns for 3 years | 30.02 | 45.88 | 65% |
| Returns for 5 years | 0.76 | 3.31 | 23% |
| Returns for 10 years | 47.56 | 70.41 | 68% |
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