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AEGFX vs HLMNX
AEGFX vs HLMNX Comparison
Open Charts AEGFX vs HLMNX
AEGFX vs HLMNX Comparison Chart in %
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AEGFX vs. HLMNX commentary
Jul 04, 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 HLMNX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 143B vs. HLMNX (12.6B). AEGFX pays higher dividends than HLMNX: AEGFX (2.53) vs HLMNX (1.18). AEGFX was incepted earlier than HLMNX: AEGFX (25 years) vs HLMNX (21 years). HLMNX (1.15) is less costly to investors than AEGFX (0.86). AEGFX is a more actively managed with annual turnover of: 50.00 vs. HLMNX (25.00). AEGFX has a lower initial minimum investment than HLMNX: AEGFX (250) vs HLMNX (5000). HLMNX annual gain was more profitable for investors over the last year : 11.00 vs. AEGFX (6.79). HLMNX return over 5 years is better than : 8.61 vs. AEGFX (-4.97).
| AEGFX | HLMNX | AEGFX / HLMNX | |
| Total Expense Ratio | 0.86 | 1.15 | 75% |
| Annual Report Gross Expense Ratio | 0.86 | 1.15 | 75% |
| Fund Existence | 25 years | 21 years | - |
| Gain YTD | 4.039 | 13.950 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 12.6B | 1,135% |
| Annual Yield % from dividends | 2.53 | 1.18 | 215% |
| Returns for 1 year | 6.79 | 11.00 | 62% |
| Returns for 3 years | 21.51 | 25.16 | 86% |
| Returns for 5 years | -4.97 | 8.61 | -58% |
| Returns for 10 years | 52.56 | 92.37 | 57% |
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