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AEGSX vs HFECX
AEGSX vs HFECX Comparison
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AEGSX vs HFECX Comparison Chart in %
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AEGSX vs. HFECX commentary
Aug 23, 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 Buy and HFECX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGSX has more cash in the bank: 971M vs. HFECX (698M). AEGSX pays higher dividends than HFECX: AEGSX (2.12) vs HFECX (0.53). 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 : 13.54 vs. HFECX (12.44). HFECX return over 5 years is better than : 45.34 vs. AEGSX (-2.41).
| 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 | 20.321 | 4.849 | 419% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 971M | 698M | 139% |
| Annual Yield % from dividends | 2.12 | 0.53 | 403% |
| Returns for 1 year | 13.54 | 12.44 | 109% |
| Returns for 3 years | 33.84 | 61.11 | 55% |
| Returns for 5 years | -2.41 | 45.34 | -5% |
| Returns for 10 years | N/A | 115.05 | - |
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