Interact to see
Advertisement
Advertisement
AEGFX vs HLMIX
AEGFX vs HLMIX Comparison
Open Charts AEGFX vs HLMIX
AEGFX vs HLMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEGFX vs. HLMIX commentary
Aug 15, 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 Buy and HLMIX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. HLMIX (13B). AEGFX pays higher dividends than HLMIX: AEGFX (2.55) vs HLMIX (1.56). 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 : 13.26 vs. AEGFX (7.34). HLMIX return over 5 years is better than : 11.28 vs. AEGFX (-2.79).
| 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 | 7.347 | 18.594 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 13B | 1,054% |
| Annual Yield % from dividends | 2.55 | 1.56 | 163% |
| Returns for 1 year | 7.34 | 13.26 | 55% |
| Returns for 3 years | 25.68 | 34.55 | 74% |
| Returns for 5 years | -2.79 | 11.28 | -25% |
| Returns for 10 years | 46.69 | 94.40 | 49% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers