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AEGSX vs HFEIX
AEGSX vs HFEIX Comparison
Open Charts AEGSX vs HFEIX
AEGSX vs HFEIX Comparison Chart in %
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AEGSX vs. HFEIX 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 HFEIX is a Buy.
FUNDAMENTALS
Fundamentals
AEGSX has more cash in the bank: 979M vs. HFEIX (713M). AEGSX pays higher dividends than HFEIX: AEGSX (2.17) vs HFEIX (1.27). AEGSX was incepted earlier than HFEIX: AEGSX (9 years) vs HFEIX (17 years). HFEIX (1.20) is less costly to investors than AEGSX (0.97). HFEIX is a more actively managed with annual turnover of: 159.00 vs. AEGSX (120.00). HFEIX has a lower initial minimum investment than AEGSX: HFEIX (2500) vs AEGSX (1000000). HFEIX annual gain was more profitable for investors over the last year : 17.78 vs. AEGSX (9.93). HFEIX return over 5 years is better than : 55.40 vs. AEGSX (-3.52).
| AEGSX | HFEIX | AEGSX / HFEIX | |
| Total Expense Ratio | 0.86 | 1.06 | 81% |
| Annual Report Gross Expense Ratio | 0.97 | 1.20 | 81% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 16.687 | 5.275 | 316% |
| 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 | 1.27 | 171% |
| Returns for 1 year | 9.93 | 17.78 | 56% |
| Returns for 3 years | 27.11 | 64.84 | 42% |
| Returns for 5 years | -3.52 | 55.40 | -6% |
| Returns for 10 years | N/A | 131.53 | - |
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