Interact to see
Advertisement
Advertisement
AEGSX vs HFEDX
AEGSX vs HFEDX Comparison
Open Charts AEGSX vs HFEDX
AEGSX vs HFEDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEGSX vs. HFEDX 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 HFEDX is a Buy.
FUNDAMENTALS
Fundamentals
AEGSX has more cash in the bank: 961M vs. HFEDX (706M). AEGSX pays higher dividends than HFEDX: AEGSX (2.12) vs HFEDX (1.26). 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 annual gain was more profitable for investors over the last year : 10.91 vs. HFEDX (10.25). HFEDX return over 5 years is better than : 47.52 vs. AEGSX (-4.17).
| 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 | 19.473 | 2.761 | 705% |
| 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 | 1.26 | 168% |
| Returns for 1 year | 10.91 | 10.25 | 106% |
| Returns for 3 years | 33.02 | 63.07 | 52% |
| Returns for 5 years | -4.17 | 47.52 | -9% |
| Returns for 10 years | N/A | N/A | - |
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 % |
| MLINX | 8.40 | 0.08 | +0.96% |
| NYLIM Winslow Large Cap Growth Inv Class | |||
| NBRAX | 29.61 | 0.23 | +0.78% |
| Neuberger M/C Intrinsic Val A | |||
| FBMPX | 139.06 | N/A | N/A |
| Fidelity Select Communication Services | |||
| IMOPX | 2.71 | N/A | N/A |
| Voya MidCap Opportunities Port S2 | |||
| MLVBX | 18.66 | N/A | N/A |
| MFS Low Volatility Equity B | |||