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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
Sep 03, 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 StrongBuy and HLMNX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. HLMNX (12.8B). AEGFX pays higher dividends than HLMNX: AEGFX (2.48) vs HLMNX (1.15). 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 : 12.88 vs. AEGFX (7.35). HLMNX return over 5 years is better than : 7.20 vs. AEGFX (-6.31).
| 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 | 5.884 | 16.777 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 12.8B | 1,070% |
| Annual Yield % from dividends | 2.48 | 1.15 | 216% |
| Returns for 1 year | 7.35 | 12.88 | 57% |
| Returns for 3 years | 24.72 | 33.56 | 74% |
| Returns for 5 years | -6.31 | 7.20 | -88% |
| Returns for 10 years | 43.90 | 88.56 | 50% |
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