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AEGFX vs SIFZX
AEGFX vs SIFZX Comparison
Open Charts AEGFX vs SIFZX
AEGFX vs SIFZX Comparison Chart in %
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AEGFX vs. SIFZX commentary
Aug 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 StrongBuy and SIFZX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. SIFZX (130M). AEGFX pays higher dividends than SIFZX: AEGFX (2.55) vs SIFZX (0.67). AEGFX was incepted earlier than SIFZX: AEGFX (25 years) vs SIFZX (9 years). AEGFX (0.86) is less costly to investors than SIFZX (0.80). AEGFX is a more actively managed with annual turnover of: 50.00 vs. SIFZX (26.00). AEGFX has a lower initial minimum investment than SIFZX: AEGFX (250) vs SIFZX (1000). SIFZX annual gain was more profitable for investors over the last year : 13.96 vs. AEGFX (8.55). SIFZX return over 5 years is better than : 18.07 vs. AEGFX (0.76).
| AEGFX | SIFZX | AEGFX / SIFZX | |
| Total Expense Ratio | 0.86 | 0.75 | 115% |
| Annual Report Gross Expense Ratio | 0.86 | 0.80 | 108% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 7.962 | 21.321 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 130M | 105,385% |
| Annual Yield % from dividends | 2.55 | 0.67 | 383% |
| Returns for 1 year | 8.55 | 13.96 | 61% |
| Returns for 3 years | 30.02 | 48.21 | 62% |
| Returns for 5 years | 0.76 | 18.07 | 4% |
| Returns for 10 years | 47.56 | N/A | - |
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