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AEGFX vs JOHAX
AEGFX vs JOHAX Comparison
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AEGFX vs JOHAX Comparison Chart in %
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AEGFX vs. JOHAX commentary
Jun 04, 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 JOHAX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. JOHAX (2.7B). AEGFX pays higher dividends than JOHAX: AEGFX (2.47) vs JOHAX (1.45). AEGFX was incepted earlier than JOHAX: AEGFX (25 years) vs JOHAX (16 years). JOHAX (1.20) is less costly to investors than AEGFX (0.86). JOHAX is a more actively managed with annual turnover of: 92.83 vs. AEGFX (35.00). JOHAX has a lower initial minimum investment than AEGFX: JOHAX (0) vs AEGFX (250). JOHAX (14.91) and AEGFX (14.75) have marching annual gain over last year. JOHAX return over 5 years is better than : -0.29 vs. AEGFX (-1.79).
| AEGFX | JOHAX | AEGFX / JOHAX | |
| Total Expense Ratio | 0.86 | 1.18 | 73% |
| Annual Report Gross Expense Ratio | 0.86 | 1.20 | 72% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 11.553 | 5.834 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.7B | 5,080% |
| Annual Yield % from dividends | 2.47 | 1.45 | 171% |
| Returns for 1 year | 14.75 | 14.91 | 99% |
| Returns for 3 years | 32.06 | 39.45 | 81% |
| Returns for 5 years | -1.79 | -0.29 | 615% |
| Returns for 10 years | 59.74 | 77.54 | 77% |
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