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
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 HNCRX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. HNCRX (506M). AEGFX pays higher dividends than HNCRX: AEGFX (2.47) vs HNCRX (0.35). AEGFX was incepted earlier than HNCRX: AEGFX (25 years) vs HNCRX (19 years). HNCRX (1.61) is less costly to investors than AEGFX (0.86). HNCRX (36.00) and AEGFX (35.00) have comparable annual turnover. 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 : 24.92 vs. AEGFX (14.75). HNCRX return over 5 years is better than : 23.10 vs. AEGFX (-1.79).
| 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 | 19 years | - |
| Gain YTD | 11.553 | 12.737 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 506M | 27,075% |
| Annual Yield % from dividends | 2.47 | 0.35 | 710% |
| Returns for 1 year | 14.75 | 24.92 | 59% |
| Returns for 3 years | 32.06 | 57.31 | 56% |
| Returns for 5 years | -1.79 | 23.10 | -8% |
| Returns for 10 years | 59.74 | 101.60 | 59% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement