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AEGFX vs HLMIX
AEGFX vs HLMIX Comparison
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AEGFX vs HLMIX Comparison Chart in %
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AEGFX vs. HLMIX commentary
Jul 25, 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 HLMIX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 141B vs. HLMIX (12.4B). AEGFX pays higher dividends than HLMIX: AEGFX (2.53) vs HLMIX (1.57). AEGFX was incepted earlier than HLMIX: AEGFX (25 years) vs HLMIX (32 years). AEGFX (0.86) and HLMIX (0.83) have similar cost to investors . AEGFX is a more actively managed with annual turnover of: 50.00 vs. HLMIX (25.00). AEGFX has a lower initial minimum investment than HLMIX: AEGFX (250) vs HLMIX (100000). HLMIX annual gain was more profitable for investors over the last year : 8.48 vs. AEGFX (3.09). HLMIX return over 5 years is better than : 8.90 vs. AEGFX (-5.58).
| AEGFX | HLMIX | AEGFX / HLMIX | |
| Total Expense Ratio | 0.86 | 0.83 | 104% |
| Annual Report Gross Expense Ratio | 0.86 | 0.83 | 104% |
| Fund Existence | 25 years | 32 years | - |
| Gain YTD | 2.809 | 13.623 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 12.4B | 1,137% |
| Annual Yield % from dividends | 2.53 | 1.57 | 161% |
| Returns for 1 year | 3.09 | 8.48 | 36% |
| Returns for 3 years | 18.07 | 24.97 | 72% |
| Returns for 5 years | -5.58 | 8.90 | -63% |
| Returns for 10 years | 45.92 | 92.48 | 50% |
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