Interact to see
Advertisement
Advertisement
AEDFX vs HMEAX
AEDFX vs HMEAX Comparison
Open Charts AEDFX vs HMEAX
AEDFX vs HMEAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEDFX vs. HMEAX commentary
Aug 03, 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 AEDFX is a Hold and HMEAX is a Hold.
FUNDAMENTALS
Fundamentals
HMEAX has more cash in the bank: 1.5B vs. AEDFX (51.2M). HMEAX pays higher dividends than AEDFX: HMEAX (4.82) vs AEDFX (0.65). AEDFX was incepted earlier than HMEAX: AEDFX (16 years) vs HMEAX (10 years). HMEAX (2.45) is less costly to investors than AEDFX (1.88). HMEAX is a more actively managed with annual turnover of: 406.00 vs. AEDFX (195.00). AEDFX has a lower initial minimum investment than HMEAX: AEDFX (2000) vs HMEAX (2500). AEDFX annual gain was more profitable for investors over the last year : 7.20 vs. HMEAX (4.76). AEDFX return over 5 years is better than : 21.48 vs. HMEAX (20.35).
| AEDFX | HMEAX | AEDFX / HMEAX | |
| Total Expense Ratio | 1.71 | 2.25 | 76% |
| Annual Report Gross Expense Ratio | 1.88 | 2.45 | 77% |
| Fund Existence | 16 years | 10 years | - |
| Gain YTD | 4.196 | 2.124 | 198% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.2M | 1.5B | 3% |
| Annual Yield % from dividends | 0.65 | 4.82 | 14% |
| Returns for 1 year | 7.20 | 4.76 | 151% |
| Returns for 3 years | 20.49 | 18.86 | 109% |
| Returns for 5 years | 21.48 | 20.35 | 106% |
| Returns for 10 years | 50.35 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers