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AEGSX vs HFEIX
AEGSX vs HFEIX Comparison
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AEGSX vs HFEIX Comparison Chart in %
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AEGSX vs. HFEIX 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 HFEIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGSX has more cash in the bank: 971M vs. HFEIX (698M). AEGSX pays higher dividends than HFEIX: AEGSX (2.12) vs HFEIX (1.29). 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 (13.54) and HFEIX (13.52) have marching annual gain over last year. HFEIX return over 5 years is better than : 52.78 vs. AEGSX (-2.41).
| 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 | 20.321 | 5.471 | 371% |
| 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 | 1.29 | 165% |
| Returns for 1 year | 13.54 | 13.52 | 100% |
| Returns for 3 years | 33.84 | 65.87 | 51% |
| Returns for 5 years | -2.41 | 52.78 | -5% |
| Returns for 10 years | N/A | 134.73 | - |
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