Interact to see
Advertisement
Advertisement
AEGFX vs AIVBX
AEGFX vs AIVBX Comparison
Open Charts AEGFX vs AIVBX
American Funds EUPAC F1
Price$63.56
Change-$1.61 (-2.47%)
VolumeN/A
Net Assets134.63B
American Funds International Vntg A
Price$20.89
Change+$0.60 (+2.96%)
VolumeN/A
Net Assets2.57B
AEGFX vs AIVBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEGFX vs. AIVBX commentary
Feb 05, 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 AEGFX is a Buy and AIVBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 135B vs. AIVBX (2.57B). AEGFX pays higher dividends than AIVBX: AEGFX (2.59) vs AIVBX (1.12). AEGFX was incepted earlier than AIVBX: AEGFX (25 years) vs AIVBX (6 years). AIVBX (0.98) is less costly to investors than AEGFX (0.86). AEGFX is a more actively managed with annual turnover of: 35.00 vs. AIVBX (32.00). AEGFX (250) and AIVBX (250) have matching initial minimum investment requirements. AIVBX annual gain was more profitable for investors over the last year : 25.59 vs. AEGFX (18.28). AIVBX return over 5 years is better than : 32.35 vs. AEGFX (-4.23).
| AEGFX | AIVBX | AEGFX / AIVBX | |
| Total Expense Ratio | 0.86 | 0.97 | 89% |
| Annual Report Gross Expense Ratio | 0.86 | 0.98 | 88% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 5.652 | 3.982 | 142% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 2.57B | 5,247% |
| Annual Yield % from dividends | 2.59 | 1.12 | 230% |
| Returns for 1 year | 18.28 | 25.59 | 71% |
| Returns for 3 years | 25.47 | 39.86 | 64% |
| Returns for 5 years | -4.23 | 32.35 | -13% |
| Returns for 10 years | 66.54 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PLTW | 30.37 | 2.26 | +8.04% |
| Roundhill PLTR WeeklyPay ETF | |||
| SCZ | 82.39 | 0.56 | +0.68% |
| iShares MSCI EAFE Small-Cap ETF | |||
| KAPR | 35.68 | 0.03 | +0.08% |
| Innovator Russell 2000 Pwr Bffr ETF Apr | |||
| TPHE | 26.16 | N/A | N/A |
| Timothy Plan High Dividend Stock Enhanced ETF | |||
| DMBS | 49.61 | -0.02 | -0.05% |
| DoubleLine Mortgage ETF | |||