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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
Jun 24, 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: 143B vs. HLMIX (12.7B). AEGFX pays higher dividends than HLMIX: AEGFX (2.47) vs HLMIX (1.58). 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 : 16.87 vs. AEGFX (10.51). HLMIX return over 5 years is better than : 12.06 vs. AEGFX (-5.68).
| 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 | 3.906 | 15.353 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 12.7B | 1,126% |
| Annual Yield % from dividends | 2.47 | 1.58 | 156% |
| Returns for 1 year | 10.51 | 16.87 | 62% |
| Returns for 3 years | 23.19 | 29.90 | 78% |
| Returns for 5 years | -5.68 | 12.06 | -47% |
| Returns for 10 years | 57.30 | 110.04 | 52% |
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