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AEGSX vs HFESX
AEGSX vs HFESX Comparison
Open Charts AEGSX vs HFESX
AEGSX vs HFESX Comparison Chart in %
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AEGSX vs. HFESX 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 HFESX is a Hold.
FUNDAMENTALS
Fundamentals
AEGSX has more cash in the bank: 954M vs. HFESX (723M). AEGSX pays higher dividends than HFESX: AEGSX (2.17) vs HFESX (1.07). AEGSX was incepted earlier than HFESX: AEGSX (9 years) vs HFESX (9 years). HFESX (2.04) is less costly to investors than AEGSX (0.97). HFESX is a more actively managed with annual turnover of: 159.00 vs. AEGSX (120.00). HFESX has a lower initial minimum investment than AEGSX: HFESX (2500) vs AEGSX (1000000). HFESX annual gain was more profitable for investors over the last year : 13.75 vs. AEGSX (10.22). HFESX return over 5 years is better than : 51.26 vs. AEGSX (-2.40).
| AEGSX | HFESX | AEGSX / HFESX | |
| Total Expense Ratio | 0.86 | 1.46 | 59% |
| Annual Report Gross Expense Ratio | 0.97 | 2.04 | 48% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | 17.232 | 3.221 | 535% |
| 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 | 1.07 | 203% |
| Returns for 1 year | 10.22 | 13.75 | 74% |
| Returns for 3 years | 23.14 | 52.09 | 44% |
| Returns for 5 years | -2.40 | 51.26 | -5% |
| Returns for 10 years | N/A | N/A | - |
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