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AEGSX vs FIQHX
AEGSX vs FIQHX Comparison
Open Charts AEGSX vs FIQHX
AEGSX vs FIQHX Comparison Chart in %
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AEGSX vs. FIQHX commentary
Sep 23, 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 AEGSX is a Buy and FIQHX is a Hold.
FUNDAMENTALS
Fundamentals
FIQHX (971M) and AEGSX (958M) have equal amount of cash in the bank . FIQHX pays higher dividends than AEGSX: FIQHX (2.28) vs AEGSX (2.12). AEGSX was incepted earlier than FIQHX: AEGSX (9 years) vs FIQHX (8 years). AEGSX (0.97) is less costly to investors than FIQHX (0.67). AEGSX is a more actively managed with annual turnover of: 120.00 vs. FIQHX (51.00). FIQHX has a lower initial minimum investment than AEGSX: FIQHX (0) vs AEGSX (1000000). FIQHX annual gain was more profitable for investors over the last year : 10.63 vs. AEGSX (9.94). FIQHX return over 5 years is better than : 19.29 vs. AEGSX (-3.54).
| AEGSX | FIQHX | AEGSX / FIQHX | |
| Total Expense Ratio | 0.86 | 0.67 | 128% |
| Annual Report Gross Expense Ratio | 0.97 | 0.67 | 145% |
| Fund Existence | 9 years | 8 years | - |
| Gain YTD | 18.746 | 5.712 | 328% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 958M | 971M | 99% |
| Annual Yield % from dividends | 2.12 | 2.28 | 93% |
| Returns for 1 year | 9.94 | 10.63 | 93% |
| Returns for 3 years | 34.50 | 67.03 | 51% |
| Returns for 5 years | -3.54 | 19.29 | -18% |
| Returns for 10 years | N/A | N/A | - |
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