Interact to see
Advertisement
Advertisement
AEGFX vs HNCAX
AEGFX vs HNCAX Comparison
Open Charts AEGFX vs HNCAX
AEGFX vs HNCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEGFX vs. HNCAX commentary
Aug 23, 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 HNCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. HNCAX (533M). AEGFX pays higher dividends than HNCAX: AEGFX (2.55) vs HNCAX (0.62). AEGFX was incepted earlier than HNCAX: AEGFX (25 years) vs HNCAX (25 years). HNCAX (1.34) is less costly to investors than AEGFX (0.86). AEGFX is a more actively managed with annual turnover of: 50.00 vs. HNCAX (36.00). AEGFX has a lower initial minimum investment than HNCAX: AEGFX (250) vs HNCAX (2000). HNCAX annual gain was more profitable for investors over the last year : 19.82 vs. AEGFX (8.55). HNCAX return over 5 years is better than : 24.73 vs. AEGFX (0.76).
| AEGFX | HNCAX | AEGFX / HNCAX | |
| Total Expense Ratio | 0.86 | 1.30 | 66% |
| Annual Report Gross Expense Ratio | 0.86 | 1.34 | 64% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 7.962 | 11.564 | 69% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 533M | 25,704% |
| Annual Yield % from dividends | 2.55 | 0.62 | 411% |
| Returns for 1 year | 8.55 | 19.82 | 43% |
| Returns for 3 years | 30.02 | 64.67 | 46% |
| Returns for 5 years | 0.76 | 24.73 | 3% |
| Returns for 10 years | 47.56 | 98.52 | 48% |