Interact to see
Advertisement
Advertisement
AEGFX vs SGQIX
AEGFX vs SGQIX Comparison
Open Charts AEGFX vs SGQIX
AEGFX vs SGQIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEGFX vs. SGQIX commentary
Aug 03, 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 Buy and SGQIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 141B vs. SGQIX (488M). AEGFX pays higher dividends than SGQIX: AEGFX (2.55) vs SGQIX (1.24). AEGFX was incepted earlier than SGQIX: AEGFX (25 years) vs SGQIX (18 years). SGQIX (0.92) is less costly to investors than AEGFX (0.86). AEGFX is a more actively managed with annual turnover of: 50.00 vs. SGQIX (11.00). AEGFX has a lower initial minimum investment than SGQIX: AEGFX (250) vs SGQIX (1000000). SGQIX annual gain was more profitable for investors over the last year : 10.15 vs. AEGFX (8.16). SGQIX return over 5 years is better than : 4.55 vs. AEGFX (-3.42).
| AEGFX | SGQIX | AEGFX / SGQIX | |
| Total Expense Ratio | 0.86 | 0.92 | 93% |
| Annual Report Gross Expense Ratio | 0.86 | 0.92 | 93% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 3.873 | 6.882 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 488M | 28,893% |
| Annual Yield % from dividends | 2.55 | 1.24 | 206% |
| Returns for 1 year | 8.16 | 10.15 | 80% |
| Returns for 3 years | 18.29 | 33.99 | 54% |
| Returns for 5 years | -3.42 | 4.55 | -75% |
| Returns for 10 years | 46.28 | 86.64 | 53% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CNWDX | 25.59 | 0.71 | +2.85% |
| Calamos Evolving World Growth C | |||
| SNOAX | 40.72 | -0.01 | -0.02% |
| Easterly Snow Long/Short Opportunity A | |||
| FUQIX | 26.17 | -0.02 | -0.08% |
| Fidelity SAI US Quality Index | |||
| MXPBX | 14.57 | -0.11 | -0.75% |
| Empower International Index Instl | |||
| JACFX | 19.54 | -0.17 | -0.86% |
| JHancock Mid Cap Growth NAV | |||