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AEGSX vs HFECX
AEGSX vs HFECX Comparison
Open Charts AEGSX vs HFECX
AEGSX vs HFECX Comparison Chart in %
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AEGSX vs. HFECX commentary
Sep 13, 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 HFECX is a Buy.
FUNDAMENTALS
Fundamentals
AEGSX has more cash in the bank: 961M vs. HFECX (706M). AEGSX pays higher dividends than HFECX: AEGSX (2.12) vs HFECX (0.52). AEGSX was incepted earlier than HFECX: AEGSX (9 years) vs HFECX (25 years). HFECX (2.28) is less costly to investors than AEGSX (0.97). HFECX is a more actively managed with annual turnover of: 159.00 vs. AEGSX (120.00). HFECX has a lower initial minimum investment than AEGSX: HFECX (2500) vs AEGSX (1000000). AEGSX annual gain was more profitable for investors over the last year : 10.91 vs. HFECX (9.22). HFECX return over 5 years is better than : 40.63 vs. AEGSX (-4.17).
| AEGSX | HFECX | AEGSX / HFECX | |
| Total Expense Ratio | 0.86 | 2.07 | 42% |
| Annual Report Gross Expense Ratio | 0.97 | 2.28 | 43% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 19.473 | 2.100 | 927% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 961M | 706M | 136% |
| Annual Yield % from dividends | 2.12 | 0.52 | 408% |
| Returns for 1 year | 10.91 | 9.22 | 118% |
| Returns for 3 years | 33.02 | 58.47 | 56% |
| Returns for 5 years | -4.17 | 40.63 | -10% |
| Returns for 10 years | N/A | 114.76 | - |
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