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AEGFX vs HNCRX
AEGFX vs HNCRX Comparison
Open Charts AEGFX vs HNCRX
AEGFX vs HNCRX Comparison Chart in %
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AEGFX vs. HNCRX commentary
Jul 27, 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 HNCRX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 141B vs. HNCRX (491M). AEGFX pays higher dividends than HNCRX: AEGFX (2.53) vs HNCRX (0.34). 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 : 9.47 vs. AEGFX (2.28). HNCRX return over 5 years is better than : 13.49 vs. AEGFX (-6.65).
| 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 | 1.646 | 4.354 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 491M | 28,717% |
| Annual Yield % from dividends | 2.53 | 0.34 | 747% |
| Returns for 1 year | 2.28 | 9.47 | 24% |
| Returns for 3 years | 16.13 | 41.17 | 39% |
| Returns for 5 years | -6.65 | 13.49 | -49% |
| Returns for 10 years | 43.70 | 85.70 | 51% |
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