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AEGFX vs AIEVX
AEGFX vs AIEVX Comparison
Open Charts AEGFX vs AIEVX
American Funds EUPAC F1
Price$61.18
Change-$0.32 (-0.52%)
VolumeN/A
Net Assets135.06B
Invesco EQV International Equity R5
Price$24.79
Change-$0.08 (-0.32%)
VolumeN/A
Net Assets2.49B
AEGFX vs AIEVX Comparison Chart in %
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AEGFX vs. AIEVX commentary
Jul 27, 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 Hold and AIEVX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 135B vs. AIEVX (2.49B). AIEVX pays higher dividends than AEGFX: AIEVX (2.63) vs AEGFX (0.67). AEGFX was incepted earlier than AIEVX: AEGFX (24 years) vs AIEVX (23 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 : 9.75 vs. AIEVX (5.49). AEGFX return over 5 years is better than : 14.71 vs. AIEVX (-16.91).
| AEGFX | AIEVX | AEGFX / AIEVX | |
| Total Expense Ratio | 0.86 | 0.93 | 92% |
| Annual Report Gross Expense Ratio | 0.86 | 0.93 | 92% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 14.441 | 12.477 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 2.49B | 5,415% |
| Annual Yield % from dividends | 0.67 | 2.63 | 26% |
| Returns for 1 year | 9.75 | 5.49 | 177% |
| Returns for 3 years | 29.95 | 16.19 | 185% |
| Returns for 5 years | 14.71 | -16.91 | -87% |
| Returns for 10 years | 28.55 | -16.44 | -174% |
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