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AEGSX vs HFETX
AEGSX vs HFETX Comparison
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AEGSX vs HFETX Comparison Chart in %
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AEGSX vs. HFETX commentary
Sep 12, 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 HFETX is a Buy.
FUNDAMENTALS
Fundamentals
AEGSX has more cash in the bank: 961M vs. HFETX (706M). AEGSX pays higher dividends than HFETX: AEGSX (2.12) vs HFETX (1.18). AEGSX was incepted earlier than HFETX: AEGSX (9 years) vs HFETX (9 years). HFETX (1.36) is less costly to investors than AEGSX (0.97). HFETX is a more actively managed with annual turnover of: 159.00 vs. AEGSX (120.00). HFETX has a lower initial minimum investment than AEGSX: HFETX (2500) vs AEGSX (1000000). AEGSX annual gain was more profitable for investors over the last year : 10.91 vs. HFETX (10.13). HFETX return over 5 years is better than : 46.69 vs. AEGSX (-4.17).
| AEGSX | HFETX | AEGSX / HFETX | |
| Total Expense Ratio | 0.86 | 1.21 | 71% |
| Annual Report Gross Expense Ratio | 0.97 | 1.36 | 71% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | 19.473 | 2.667 | 730% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 961M | 706M | 136% |
| Annual Yield % from dividends | 2.12 | 1.18 | 180% |
| Returns for 1 year | 10.91 | 10.13 | 108% |
| Returns for 3 years | 33.02 | 62.50 | 53% |
| Returns for 5 years | -4.17 | 46.69 | -9% |
| Returns for 10 years | N/A | N/A | - |
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