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AEGSX vs UEPSX
AEGSX vs UEPSX Comparison
Open Charts AEGSX vs UEPSX
AEGSX vs UEPSX Comparison Chart in %
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AEGSX vs. UEPSX 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 UEPSX is a Buy.
FUNDAMENTALS
Fundamentals
AEGSX has more cash in the bank: 961M vs. UEPSX (10.5M). AEGSX pays higher dividends than UEPSX: AEGSX (2.12) vs UEPSX (0.75). AEGSX was incepted earlier than UEPSX: AEGSX (9 years) vs UEPSX (28 years). UEPSX (3.53) is less costly to investors than AEGSX (0.97). UEPSX is a more actively managed with annual turnover of: 712.00 vs. AEGSX (120.00). UEPSX has a lower initial minimum investment than AEGSX: UEPSX (15000) vs AEGSX (1000000). UEPSX annual gain was more profitable for investors over the last year : 29.74 vs. AEGSX (10.91). UEPSX return over 5 years is better than : 71.00 vs. AEGSX (-4.17).
| AEGSX | UEPSX | AEGSX / UEPSX | |
| Total Expense Ratio | 0.86 | 2.78 | 31% |
| Annual Report Gross Expense Ratio | 0.97 | 3.53 | 27% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 19.473 | 20.332 | 96% |
| 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 | 0.75 | 283% |
| Returns for 1 year | 10.91 | 29.74 | 37% |
| Returns for 3 years | 33.02 | 67.16 | 49% |
| Returns for 5 years | -4.17 | 71.00 | -6% |
| Returns for 10 years | N/A | 133.72 | - |
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