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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
Sep 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 Hold and HLMIX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. HLMIX (12.9B). AEGFX pays higher dividends than HLMIX: AEGFX (2.48) vs HLMIX (1.53). 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 : 13.36 vs. AEGFX (8.02). HLMIX return over 5 years is better than : 9.70 vs. AEGFX (-4.96).
| 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 | 7.414 | 18.409 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 12.9B | 1,062% |
| Annual Yield % from dividends | 2.48 | 1.53 | 162% |
| Returns for 1 year | 8.02 | 13.36 | 60% |
| Returns for 3 years | 27.54 | 37.54 | 73% |
| Returns for 5 years | -4.96 | 9.70 | -51% |
| Returns for 10 years | 43.98 | 93.89 | 47% |
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