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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
Jul 14, 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: 954M vs. HFEIX (723M). AEGSX pays higher dividends than HFEIX: AEGSX (2.17) 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). HFEIX annual gain was more profitable for investors over the last year : 14.12 vs. AEGSX (10.22). HFEIX return over 5 years is better than : 53.30 vs. AEGSX (-2.40).
| 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 | 17.232 | 3.397 | 507% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 954M | 723M | 132% |
| Annual Yield % from dividends | 2.17 | 1.25 | 173% |
| Returns for 1 year | 10.22 | 14.12 | 72% |
| Returns for 3 years | 23.14 | 53.57 | 43% |
| Returns for 5 years | -2.40 | 53.30 | -4% |
| Returns for 10 years | N/A | 137.23 | - |
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