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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 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 HFERX is a Hold.
FUNDAMENTALS
Fundamentals
AEGSX has more cash in the bank: 950M vs. HFERX (723M). AEGSX pays higher dividends than HFERX: AEGSX (2.12) 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. AEGSX (17.20) and HFERX (16.84) have marching annual gain over last year. HFERX return over 5 years is better than : 51.74 vs. AEGSX (-2.19).
| 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 | 19.352 | 4.303 | 450% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 950M | 723M | 131% |
| Annual Yield % from dividends | 2.12 | 1.31 | 162% |
| Returns for 1 year | 17.20 | 16.84 | 102% |
| Returns for 3 years | 26.93 | 57.62 | 47% |
| Returns for 5 years | -2.19 | 51.74 | -4% |
| Returns for 10 years | N/A | 140.89 | - |
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