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AGEAX vs HMEAX
AGEAX vs HMEAX Comparison Chart in %
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AGEAX vs. HMEAX commentary
Sep 16, 2025
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 AGEAX is a StrongBuy and HMEAX is a Buy.
FUNDAMENTALS
Fundamentals
HMEAX has more cash in the bank: 1.13B vs. AGEAX (59.8M). HMEAX pays higher dividends than AGEAX: HMEAX (4.79) vs AGEAX (0.00). AGEAX was incepted earlier than HMEAX: AGEAX (12 years) vs HMEAX (9 years). HMEAX (2.74) is less costly to investors than AGEAX (1.75). HMEAX is a more actively managed with annual turnover of: 556.00 vs. AGEAX (195.00). HMEAX initial investment is less costly to investors than AGEAX (3%) vs AGEAX (3%). AGEAX has a lower initial minimum investment than HMEAX: AGEAX (2000) vs HMEAX (2500). AGEAX annual gain was more profitable for investors over the last year : 6.24 vs. HMEAX (5.10). AGEAX return over 5 years is better than : 21.87 vs. HMEAX (16.20).
| AGEAX | HMEAX | AGEAX / HMEAX | |
| Total Expense Ratio | 1.73 | 2.49 | 69% |
| Annual Report Gross Expense Ratio | 1.75 | 2.74 | 64% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 6.058 | 3.765 | 161% |
| Front Load | 3% | 6% | 59% |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.8M | 1.13B | 5% |
| Annual Yield % from dividends | 0.00 | 4.79 | - |
| Returns for 1 year | 6.24 | 5.10 | 122% |
| Returns for 3 years | 14.56 | 14.79 | 98% |
| Returns for 5 years | 21.87 | 16.20 | 135% |
| Returns for 10 years | 41.55 | N/A | - |
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