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AEGSX vs HFERX
AEGSX vs HFERX Comparison
Open Charts AEGSX vs HFERX
AEGSX vs HFERX Comparison Chart in %
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AEGSX vs. HFERX 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 HFERX is a Hold.
FUNDAMENTALS
Fundamentals
AEGSX has more cash in the bank: 954M vs. HFERX (723M). AEGSX pays higher dividends than HFERX: AEGSX (2.17) vs HFERX (1.31). AEGSX was incepted earlier than HFERX: AEGSX (9 years) vs HFERX (11 years). HFERX (1.10) is less costly to investors than AEGSX (0.97). HFERX is a more actively managed with annual turnover of: 159.00 vs. AEGSX (120.00). AEGSX (1000000) and HFERX (1000000) have matching initial minimum investment requirements. HFERX annual gain was more profitable for investors over the last year : 14.23 vs. AEGSX (10.22). HFERX return over 5 years is better than : 53.92 vs. AEGSX (-2.40).
| AEGSX | HFERX | AEGSX / HFERX | |
| Total Expense Ratio | 0.86 | 0.96 | 90% |
| Annual Report Gross Expense Ratio | 0.97 | 1.10 | 88% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 17.232 | 3.462 | 498% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 954M | 723M | 132% |
| Annual Yield % from dividends | 2.17 | 1.31 | 166% |
| Returns for 1 year | 10.22 | 14.23 | 72% |
| Returns for 3 years | 23.14 | 53.96 | 43% |
| Returns for 5 years | -2.40 | 53.92 | -4% |
| Returns for 10 years | N/A | 138.49 | - |
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