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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
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 HFESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGSX has more cash in the bank: 971M vs. HFESX (698M). AEGSX pays higher dividends than HFESX: AEGSX (2.12) vs HFESX (1.10). 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). AEGSX (13.54) and HFESX (13.16) have marching annual gain over last year. HFESX return over 5 years is better than : 50.82 vs. AEGSX (-2.41).
| 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 | 20.321 | 5.278 | 385% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 971M | 698M | 139% |
| Annual Yield % from dividends | 2.12 | 1.10 | 193% |
| Returns for 1 year | 13.54 | 13.16 | 103% |
| Returns for 3 years | 33.84 | 64.32 | 53% |
| Returns for 5 years | -2.41 | 50.82 | -5% |
| Returns for 10 years | N/A | N/A | - |
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