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AEGFX vs TWGAX
AEGFX vs TWGAX Comparison
Open Charts AEGFX vs TWGAX
AEGFX vs TWGAX Comparison Chart in %
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AEGFX vs. TWGAX 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 TWGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 141B vs. TWGAX (2.2B). AEGFX pays higher dividends than TWGAX: AEGFX (2.55) vs TWGAX (0.27). AEGFX was incepted earlier than TWGAX: AEGFX (25 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 : 8.16 vs. TWGAX (4.04). AEGFX return over 5 years is better than : -3.42 vs. TWGAX (-13.55).
| AEGFX | TWGAX | AEGFX / TWGAX | |
| Total Expense Ratio | 0.86 | 1.44 | 60% |
| Annual Report Gross Expense Ratio | 0.86 | 1.47 | 59% |
| Fund Existence | 25 years | 30 years | - |
| Gain YTD | 3.873 | 2.026 | 191% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 2.2B | 6,400% |
| Annual Yield % from dividends | 2.55 | 0.27 | 935% |
| Returns for 1 year | 8.16 | 4.04 | 202% |
| Returns for 3 years | 18.29 | 16.03 | 114% |
| Returns for 5 years | -3.42 | -13.55 | 25% |
| Returns for 10 years | 46.28 | 31.11 | 149% |
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