Interact to see
Advertisement
Advertisement
AEGSX vs HFEAX
AEGSX vs HFEAX Comparison
Open Charts AEGSX vs HFEAX
AEGSX vs HFEAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEGSX vs. HFEAX commentary
Jun 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 Buy.
FUNDAMENTALS
Fundamentals
AEGSX has more cash in the bank: 962M vs. HFEAX (721M). AEGSX pays higher dividends than HFEAX: AEGSX (2.17) vs HFEAX (1.07). 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 : 16.51 vs. AEGSX (7.68). HFEAX return over 5 years is better than : 52.41 vs. AEGSX (-4.77).
| 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 | 16.051 | 5.024 | 319% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 962M | 721M | 133% |
| Annual Yield % from dividends | 2.17 | 1.07 | 203% |
| Returns for 1 year | 7.68 | 16.51 | 46% |
| Returns for 3 years | 25.01 | 60.86 | 41% |
| Returns for 5 years | -4.77 | 52.41 | -9% |
| Returns for 10 years | N/A | 138.72 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TFIFX | 47.81 | 0.61 | +1.29% |
| T. Rowe Price Financial Services I | |||
| CIEQX | 15.60 | 0.12 | +0.78% |
| Segall Bryant & Hamll Intl Eq Inst | |||
| AWPIX | 23.10 | 0.12 | +0.52% |
| AB Sustainable Intl Thematic I | |||
| SCAYX | 12.60 | 0.06 | +0.48% |
| Invesco Income Advantage U.S. Fund Y | |||
| JBAWX | 32.06 | 0.04 | +0.12% |
| JHancock Balanced R6 | |||