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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
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 HFEIX is a Buy.
FUNDAMENTALS
Fundamentals
AEGSX has more cash in the bank: 961M vs. HFEIX (706M). AEGSX pays higher dividends than HFEIX: AEGSX (2.12) vs HFEIX (1.26). 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). AEGSX annual gain was more profitable for investors over the last year : 10.91 vs. HFEIX (10.28). HFEIX return over 5 years is better than : 47.85 vs. AEGSX (-4.17).
| 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 | 19.473 | 2.776 | 701% |
| 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 | 167% |
| Returns for 1 year | 10.91 | 10.28 | 106% |
| Returns for 3 years | 33.02 | 63.21 | 52% |
| Returns for 5 years | -4.17 | 47.85 | -9% |
| Returns for 10 years | N/A | 134.48 | - |
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