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AEGSX vs HFERX
AEGSX vs HFERX Comparison
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AEGSX vs HFERX Comparison Chart in %
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AEGSX vs. HFERX 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 HFERX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGSX has more cash in the bank: 971M vs. HFERX (698M). AEGSX pays higher dividends than HFERX: AEGSX (2.12) vs HFERX (1.34). 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 (13.63) and AEGSX (13.54) have marching annual gain over last year. HFERX return over 5 years is better than : 53.39 vs. AEGSX (-2.41).
| 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 | 20.321 | 5.556 | 366% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 971M | 698M | 139% |
| Annual Yield % from dividends | 2.12 | 1.34 | 158% |
| Returns for 1 year | 13.54 | 13.63 | 99% |
| Returns for 3 years | 33.84 | 66.30 | 51% |
| Returns for 5 years | -2.41 | 53.39 | -5% |
| Returns for 10 years | N/A | 136.02 | - |
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