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AEGFX vs JOHIX
AEGFX vs JOHIX Comparison
Open Charts AEGFX vs JOHIX
AEGFX vs JOHIX Comparison Chart in %
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AEGFX vs. JOHIX commentary
Jul 14, 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 JOHIX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 141B vs. JOHIX (2.6B). AEGFX pays higher dividends than JOHIX: AEGFX (2.53) vs JOHIX (1.81). AEGFX was incepted earlier than JOHIX: AEGFX (25 years) vs JOHIX (17 years). JOHIX (0.96) is less costly to investors than AEGFX (0.86). JOHIX is a more actively managed with annual turnover of: 92.83 vs. AEGFX (50.00). AEGFX has a lower initial minimum investment than JOHIX: AEGFX (250) vs JOHIX (100000). JOHIX annual gain was more profitable for investors over the last year : 15.47 vs. AEGFX (5.43). JOHIX return over 5 years is better than : -0.89 vs. AEGFX (-5.92).
| AEGFX | JOHIX | AEGFX / JOHIX | |
| Total Expense Ratio | 0.86 | 0.96 | 90% |
| Annual Report Gross Expense Ratio | 0.86 | 0.96 | 90% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 2.527 | 4.856 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 2.6B | 5,429% |
| Annual Yield % from dividends | 2.53 | 1.81 | 139% |
| Returns for 1 year | 5.43 | 15.47 | 35% |
| Returns for 3 years | 16.61 | 32.26 | 51% |
| Returns for 5 years | -5.92 | -0.89 | 668% |
| Returns for 10 years | 45.30 | 73.34 | 62% |
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