Interact to see
Advertisement
Advertisement
AEGFX vs TWGAX
AEGFX vs TWGAX Comparison
Open Charts AEGFX vs TWGAX
AEGFX vs TWGAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEGFX vs. TWGAX commentary
Sep 12, 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 TWGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 140B vs. TWGAX (2.12B). AEGFX pays higher dividends than TWGAX: AEGFX (2.48) vs TWGAX (0.27). AEGFX was incepted earlier than TWGAX: AEGFX (26 years) vs TWGAX (30 years). TWGAX (1.47) is less costly to investors than AEGFX (0.86). TWGAX is a more actively managed with annual turnover of: 65.00 vs. AEGFX (50.00). AEGFX has a lower initial minimum investment than TWGAX: AEGFX (250) vs TWGAX (2500). AEGFX annual gain was more profitable for investors over the last year : 4.48 vs. TWGAX (0.42). AEGFX return over 5 years is better than : -4.67 vs. TWGAX (-16.68).
| AEGFX | TWGAX | AEGFX / TWGAX | |
| Total Expense Ratio | 0.86 | 1.42 | 61% |
| Annual Report Gross Expense Ratio | 0.86 | 1.47 | 59% |
| Fund Existence | 26 years | 30 years | - |
| Gain YTD | 6.848 | 2.243 | 305% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 2.12B | 6,619% |
| Annual Yield % from dividends | 2.48 | 0.27 | 919% |
| Returns for 1 year | 4.48 | 0.42 | 1,065% |
| Returns for 3 years | 28.19 | 24.07 | 117% |
| Returns for 5 years | -4.67 | -16.68 | 28% |
| Returns for 10 years | 47.63 | 32.34 | 147% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers