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AEGSX vs HFEAX
AEGSX vs HFEAX Comparison
Open Charts AEGSX vs HFEAX
AEGSX vs HFEAX Comparison Chart in %
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AEGSX vs. HFEAX commentary
Jul 14, 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 HFEAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGSX has more cash in the bank: 954M vs. HFEAX (723M). AEGSX pays higher dividends than HFEAX: AEGSX (2.17) vs HFEAX (1.06). AEGSX was incepted earlier than HFEAX: AEGSX (9 years) vs HFEAX (25 years). HFEAX (1.44) is less costly to investors than AEGSX (0.97). HFEAX is a more actively managed with annual turnover of: 159.00 vs. AEGSX (120.00). HFEAX has a lower initial minimum investment than AEGSX: HFEAX (2500) vs AEGSX (1000000). HFEAX annual gain was more profitable for investors over the last year : 13.84 vs. AEGSX (10.22). HFEAX return over 5 years is better than : 51.43 vs. AEGSX (-2.40).
| AEGSX | HFEAX | AEGSX / HFEAX | |
| Total Expense Ratio | 0.86 | 1.30 | 66% |
| Annual Report Gross Expense Ratio | 0.97 | 1.44 | 67% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 17.232 | 3.274 | 526% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 954M | 723M | 132% |
| Annual Yield % from dividends | 2.17 | 1.06 | 205% |
| Returns for 1 year | 10.22 | 13.84 | 74% |
| Returns for 3 years | 23.14 | 52.48 | 44% |
| Returns for 5 years | -2.40 | 51.43 | -5% |
| Returns for 10 years | N/A | 128.59 | - |
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