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AEGSX vs FHJVX
AEGSX vs FHJVX Comparison
Open Charts AEGSX vs FHJVX
AEGSX vs FHJVX Comparison Chart in %
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AEGSX vs. FHJVX commentary
Sep 12, 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 AEGSX is a Hold and FHJVX is a Buy.
FUNDAMENTALS
Fundamentals
FHJVX (971M) and AEGSX (961M) have equal amount of cash in the bank . AEGSX pays higher dividends than FHJVX: AEGSX (2.12) vs FHJVX (1.57). AEGSX was incepted earlier than FHJVX: AEGSX (9 years) vs FHJVX (12 years). FHJVX (1.32) is less costly to investors than AEGSX (0.97). AEGSX is a more actively managed with annual turnover of: 120.00 vs. FHJVX (51.00). FHJVX has a lower initial minimum investment than AEGSX: FHJVX (0) vs AEGSX (1000000). FHJVX (11.06) and AEGSX (10.91) have marching annual gain over last year. FHJVX return over 5 years is better than : 13.59 vs. AEGSX (-4.17).
| AEGSX | FHJVX | AEGSX / FHJVX | |
| Total Expense Ratio | 0.86 | 1.32 | 65% |
| Annual Report Gross Expense Ratio | 0.97 | 1.32 | 73% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | 19.473 | 6.175 | 315% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 961M | 971M | 99% |
| Annual Yield % from dividends | 2.12 | 1.57 | 135% |
| Returns for 1 year | 10.91 | 11.06 | 99% |
| Returns for 3 years | 33.02 | 62.81 | 53% |
| Returns for 5 years | -4.17 | 13.59 | -31% |
| Returns for 10 years | N/A | 49.84 | - |
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