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AEGFX vs HJIRX
AEGFX vs HJIRX Comparison
Open Charts AEGFX vs HJIRX
AEGFX vs HJIRX Comparison Chart in %
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AEGFX vs. HJIRX commentary
Jul 14, 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 Hold and HJIRX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 141B vs. HJIRX (214M). AEGFX pays higher dividends than HJIRX: AEGFX (2.53) vs HJIRX (2.32). AEGFX was incepted earlier than HJIRX: AEGFX (25 years) vs HJIRX (8 years). HJIRX (1.80) is less costly to investors than AEGFX (0.86). HJIRX is a more actively managed with annual turnover of: 81.00 vs. AEGFX (50.00). AEGFX has a lower initial minimum investment than HJIRX: AEGFX (250) vs HJIRX (3000). HJIRX annual gain was more profitable for investors over the last year : 26.76 vs. AEGFX (5.43). HJIRX return over 5 years is better than : 34.62 vs. AEGFX (-5.92).
| AEGFX | HJIRX | AEGFX / HJIRX | |
| Total Expense Ratio | 0.86 | 1.25 | 69% |
| Annual Report Gross Expense Ratio | 0.86 | 1.80 | 48% |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | 2.527 | 13.038 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 214M | 65,888% |
| Annual Yield % from dividends | 2.53 | 2.32 | 109% |
| Returns for 1 year | 5.43 | 26.76 | 20% |
| Returns for 3 years | 16.61 | 68.24 | 24% |
| Returns for 5 years | -5.92 | 34.62 | -17% |
| Returns for 10 years | 45.30 | N/A | - |
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