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AEGSX vs HFEDX
AEGSX vs HFEDX Comparison
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AEGSX vs HFEDX Comparison Chart in %
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AEGSX vs. HFEDX 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 HFEDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGSX has more cash in the bank: 971M vs. HFEDX (698M). AEGSX pays higher dividends than HFEDX: AEGSX (2.12) vs HFEDX (1.28). AEGSX was incepted earlier than HFEDX: AEGSX (9 years) vs HFEDX (9 years). HFEDX (1.25) is less costly to investors than AEGSX (0.97). HFEDX is a more actively managed with annual turnover of: 159.00 vs. AEGSX (120.00). HFEDX has a lower initial minimum investment than AEGSX: HFEDX (2500) vs AEGSX (1000000). AEGSX (13.54) and HFEDX (13.50) have marching annual gain over last year. HFEDX return over 5 years is better than : 52.41 vs. AEGSX (-2.41).
| AEGSX | HFEDX | AEGSX / HFEDX | |
| Total Expense Ratio | 0.86 | 1.09 | 79% |
| Annual Report Gross Expense Ratio | 0.97 | 1.25 | 78% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | 20.321 | 5.458 | 372% |
| 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 | 1.28 | 166% |
| Returns for 1 year | 13.54 | 13.50 | 100% |
| Returns for 3 years | 33.84 | 65.72 | 51% |
| Returns for 5 years | -2.41 | 52.41 | -5% |
| Returns for 10 years | N/A | N/A | - |
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