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AEGFX vs AIEVX
AEGFX vs AIEVX Comparison
Open Charts AEGFX vs AIEVX
American Funds EUPAC F1
Price$64.92
Change-$0.27 (-0.41%)
VolumeN/A
Net Assets137.72B
Invesco EQV International Equity R5
Price$25.11
Change-$0.03 (-0.12%)
VolumeN/A
Net Assets2.23B
AEGFX vs AIEVX Comparison Chart in %
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AEGFX vs. AIEVX commentary
Oct 18, 2025
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 AIEVX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 138B vs. AIEVX (2.23B). AIEVX pays higher dividends than AEGFX: AIEVX (2.58) vs AEGFX (0.63). AEGFX was incepted earlier than AIEVX: AEGFX (25 years) vs AIEVX (24 years). AIEVX (0.93) is less costly to investors than AEGFX (0.86). AEGFX is a more actively managed with annual turnover of: 35.00 vs. AIEVX (28.00). AEGFX has a lower initial minimum investment than AIEVX: AEGFX (250) vs AIEVX (1000000). AEGFX annual gain was more profitable for investors over the last year : 11.04 vs. AIEVX (3.02). AEGFX return over 5 years is better than : 13.82 vs. AIEVX (-19.86).
| AEGFX | AIEVX | AEGFX / AIEVX | |
| Total Expense Ratio | 0.86 | 0.93 | 92% |
| Annual Report Gross Expense Ratio | 0.86 | 0.93 | 92% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 21.437 | 13.929 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 2.23B | 6,177% |
| Annual Yield % from dividends | 0.63 | 2.58 | 25% |
| Returns for 1 year | 11.04 | 3.02 | 366% |
| Returns for 3 years | 48.71 | 27.32 | 178% |
| Returns for 5 years | 13.82 | -19.86 | -70% |
| Returns for 10 years | 42.45 | -11.68 | -364% |
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