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AEGSX vs UEPIX
AEGSX vs UEPIX Comparison
Open Charts AEGSX vs UEPIX
AEGSX vs UEPIX Comparison Chart in %
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AEGSX vs. UEPIX commentary
Sep 13, 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 Hold and UEPIX is a Buy.
FUNDAMENTALS
Fundamentals
AEGSX has more cash in the bank: 961M vs. UEPIX (10.5M). AEGSX pays higher dividends than UEPIX: AEGSX (2.12) vs UEPIX (1.78). AEGSX was incepted earlier than UEPIX: AEGSX (9 years) vs UEPIX (28 years). UEPIX (2.53) is less costly to investors than AEGSX (0.97). UEPIX is a more actively managed with annual turnover of: 712.00 vs. AEGSX (120.00). UEPIX has a lower initial minimum investment than AEGSX: UEPIX (15000) vs AEGSX (1000000). UEPIX annual gain was more profitable for investors over the last year : 30.91 vs. AEGSX (10.91). UEPIX return over 5 years is better than : 79.57 vs. AEGSX (-4.17).
| AEGSX | UEPIX | AEGSX / UEPIX | |
| Total Expense Ratio | 0.86 | 1.78 | 48% |
| Annual Report Gross Expense Ratio | 0.97 | 2.53 | 38% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 19.473 | 21.055 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000 | 6,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 961M | 10.5M | 9,152% |
| Annual Yield % from dividends | 2.12 | 1.78 | 119% |
| Returns for 1 year | 10.91 | 30.91 | 35% |
| Returns for 3 years | 33.02 | 71.97 | 46% |
| Returns for 5 years | -4.17 | 79.57 | -5% |
| Returns for 10 years | N/A | 158.45 | - |
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