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AEGFX vs SGQAX
AEGFX vs SGQAX Comparison
Open Charts AEGFX vs SGQAX
AEGFX vs SGQAX Comparison Chart in %
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AEGFX vs. SGQAX commentary
Jun 24, 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 SGQAX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 143B vs. SGQAX (499M). AEGFX pays higher dividends than SGQAX: AEGFX (2.47) vs SGQAX (0.94). AEGFX was incepted earlier than SGQAX: AEGFX (25 years) vs SGQAX (25 years). SGQAX (1.21) is less costly to investors than AEGFX (0.86). AEGFX is a more actively managed with annual turnover of: 50.00 vs. SGQAX (11.00). AEGFX has a lower initial minimum investment than SGQAX: AEGFX (250) vs SGQAX (1000). SGQAX annual gain was more profitable for investors over the last year : 12.29 vs. AEGFX (10.51). SGQAX return over 5 years is better than : 5.08 vs. AEGFX (-5.68).
| AEGFX | SGQAX | AEGFX / SGQAX | |
| Total Expense Ratio | 0.86 | 1.19 | 72% |
| Annual Report Gross Expense Ratio | 0.86 | 1.21 | 71% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 3.906 | 8.387 | 47% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 499M | 28,657% |
| Annual Yield % from dividends | 2.47 | 0.94 | 263% |
| Returns for 1 year | 10.51 | 12.29 | 85% |
| Returns for 3 years | 23.19 | 40.32 | 58% |
| Returns for 5 years | -5.68 | 5.08 | -112% |
| Returns for 10 years | 57.30 | 95.18 | 60% |
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