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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
Jun 04, 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 Buy.
FUNDAMENTALS
Fundamentals
AEGSX has more cash in the bank: 979M vs. HFECX (713M). AEGSX pays higher dividends than HFECX: AEGSX (2.17) 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). HFECX annual gain was more profitable for investors over the last year : 16.65 vs. AEGSX (9.93). HFECX return over 5 years is better than : 47.80 vs. AEGSX (-3.52).
| 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 | 16.687 | 4.866 | 343% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 979M | 713M | 137% |
| Annual Yield % from dividends | 2.17 | 0.52 | 419% |
| Returns for 1 year | 9.93 | 16.65 | 60% |
| Returns for 3 years | 27.11 | 60.03 | 45% |
| Returns for 5 years | -3.52 | 47.80 | -7% |
| Returns for 10 years | N/A | 112.02 | - |
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