Interact to see
Advertisement
Advertisement
AEGFX vs HLMNX
AEGFX vs HLMNX Comparison
Open Charts AEGFX vs HLMNX
AEGFX vs HLMNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEGFX vs. HLMNX commentary
Jun 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 Hold and HLMNX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. HLMNX (12.9B). AEGFX pays higher dividends than HLMNX: AEGFX (2.47) 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: 35.00 vs. HLMNX (25.00). AEGFX has a lower initial minimum investment than HLMNX: AEGFX (250) vs HLMNX (5000). AEGFX annual gain was more profitable for investors over the last year : 15.85 vs. HLMNX (14.80). HLMNX return over 5 years is better than : 9.50 vs. AEGFX (-1.90).
| 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 | 12.151 | 15.565 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 12.9B | 1,062% |
| Annual Yield % from dividends | 2.47 | 1.18 | 209% |
| Returns for 1 year | 15.85 | 14.80 | 107% |
| Returns for 3 years | 32.76 | 28.82 | 114% |
| Returns for 5 years | -1.90 | 9.50 | -20% |
| Returns for 10 years | 60.59 | 95.98 | 63% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement