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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 03, 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 Hold.
FUNDAMENTALS
Fundamentals
AEGSX has more cash in the bank: 950M vs. HFEIX (723M). AEGSX pays higher dividends than HFEIX: AEGSX (2.12) vs HFEIX (1.25). 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 (17.20) and HFEIX (16.72) have marching annual gain over last year. HFEIX return over 5 years is better than : 51.15 vs. AEGSX (-2.19).
| 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 | 19.352 | 4.230 | 457% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 950M | 723M | 131% |
| Annual Yield % from dividends | 2.12 | 1.25 | 170% |
| Returns for 1 year | 17.20 | 16.72 | 103% |
| Returns for 3 years | 26.93 | 57.23 | 47% |
| Returns for 5 years | -2.19 | 51.15 | -4% |
| Returns for 10 years | N/A | 139.60 | - |
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