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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 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 SIFZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 141B vs. SIFZX (122M). 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). AEGFX (8.16) and SIFZX (8.00) have marching annual gain over last year. SIFZX return over 5 years is better than : 14.00 vs. AEGFX (-3.42).
| 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 | 3.873 | 14.843 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 122M | 115,574% |
| Annual Yield % from dividends | 2.55 | 0.67 | 383% |
| Returns for 1 year | 8.16 | 8.00 | 102% |
| Returns for 3 years | 18.29 | 35.32 | 52% |
| Returns for 5 years | -3.42 | 14.00 | -24% |
| Returns for 10 years | 46.28 | N/A | - |
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