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AEGFX vs LAFAX
AEGFX vs LAFAX Comparison
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AEGFX vs LAFAX Comparison Chart in %
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AEGFX vs. LAFAX 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 LAFAX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. LAFAX (206M). LAFAX pays higher dividends than AEGFX: LAFAX (3.10) vs AEGFX (2.55). AEGFX was incepted earlier than LAFAX: AEGFX (25 years) vs LAFAX (26 years). LAFAX (1.46) is less costly to investors than AEGFX (0.86). AEGFX is a more actively managed with annual turnover of: 50.00 vs. LAFAX (21.00). AEGFX has a lower initial minimum investment than LAFAX: AEGFX (250) vs LAFAX (2000). LAFAX annual gain was more profitable for investors over the last year : 16.60 vs. AEGFX (8.55). AEGFX return over 5 years is better than : 0.76 vs. LAFAX (-6.94).
| AEGFX | LAFAX | AEGFX / LAFAX | |
| Total Expense Ratio | 0.86 | 1.11 | 77% |
| Annual Report Gross Expense Ratio | 0.86 | 1.46 | 59% |
| Fund Existence | 25 years | 26 years | - |
| Gain YTD | 7.962 | 9.577 | 83% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 206M | 66,505% |
| Annual Yield % from dividends | 2.55 | 3.10 | 82% |
| Returns for 1 year | 8.55 | 16.60 | 52% |
| Returns for 3 years | 30.02 | 48.48 | 62% |
| Returns for 5 years | 0.76 | -6.94 | -11% |
| Returns for 10 years | 47.56 | 50.48 | 94% |
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