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AEDFX vs HMEAX
AEDFX vs HMEAX Comparison Chart in %
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AEDFX vs. HMEAX commentary
Feb 05, 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 AEDFX is a Hold and HMEAX is a Hold.
FUNDAMENTALS
Fundamentals
HMEAX has more cash in the bank: 1.29B vs. AEDFX (49.8M). HMEAX pays higher dividends than AEDFX: HMEAX (4.79) vs AEDFX (0.68). AEDFX was incepted earlier than HMEAX: AEDFX (15 years) vs HMEAX (9 years). HMEAX (2.45) is less costly to investors than AEDFX (1.88). HMEAX is a more actively managed with annual turnover of: 406.00 vs. AEDFX (195.00). AEDFX has a lower initial minimum investment than HMEAX: AEDFX (2000) vs HMEAX (2500). AEDFX annual gain was more profitable for investors over the last year : 7.32 vs. HMEAX (5.47). HMEAX return over 5 years is better than : 21.06 vs. AEDFX (14.00).
| AEDFX | HMEAX | AEDFX / HMEAX | |
| Total Expense Ratio | 1.71 | 2.25 | 76% |
| Annual Report Gross Expense Ratio | 1.88 | 2.45 | 77% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | -0.079 | 0.102 | -77% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.8M | 1.29B | 4% |
| Annual Yield % from dividends | 0.68 | 4.79 | 14% |
| Returns for 1 year | 7.32 | 5.47 | 134% |
| Returns for 3 years | 16.29 | 16.26 | 100% |
| Returns for 5 years | 14.00 | 21.06 | 66% |
| Returns for 10 years | 49.48 | N/A | - |
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