Interact to see
Advertisement
Advertisement
AEGFX vs HNCRX
AEGFX vs HNCRX Comparison
Open Charts AEGFX vs HNCRX
AEGFX vs HNCRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEGFX vs. HNCRX commentary
Aug 28, 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 HNCRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. HNCRX (536M). AEGFX pays higher dividends than HNCRX: AEGFX (2.55) vs HNCRX (0.36). AEGFX was incepted earlier than HNCRX: AEGFX (25 years) vs HNCRX (20 years). HNCRX (1.61) is less costly to investors than AEGFX (0.86). AEGFX is a more actively managed with annual turnover of: 50.00 vs. HNCRX (36.00). HNCRX has a lower initial minimum investment than AEGFX: HNCRX (0) vs AEGFX (250). HNCRX annual gain was more profitable for investors over the last year : 19.01 vs. AEGFX (8.27). HNCRX return over 5 years is better than : 20.14 vs. AEGFX (-2.43).
| AEGFX | HNCRX | AEGFX / HNCRX | |
| Total Expense Ratio | 0.86 | 1.57 | 55% |
| Annual Report Gross Expense Ratio | 0.86 | 1.61 | 53% |
| Fund Existence | 25 years | 20 years | - |
| Gain YTD | 7.995 | 11.904 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 536M | 25,560% |
| Annual Yield % from dividends | 2.55 | 0.36 | 702% |
| Returns for 1 year | 8.27 | 19.01 | 43% |
| Returns for 3 years | 29.13 | 61.87 | 47% |
| Returns for 5 years | -2.43 | 20.14 | -12% |
| Returns for 10 years | 48.71 | 97.07 | 50% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement