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AGEAX vs HMEAX
AGEAX vs HMEAX Comparison Chart in %
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AGEAX vs. HMEAX commentary
Dec 14, 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 Hold and HMEAX is a Hold.
FUNDAMENTALS
Fundamentals
HMEAX has more cash in the bank: 1.19B vs. AGEAX (53.7M). HMEAX pays higher dividends than AGEAX: HMEAX (4.75) vs AGEAX (0.00). AGEAX was incepted earlier than HMEAX: AGEAX (13 years) vs HMEAX (9 years). HMEAX (2.45) is less costly to investors than AGEAX (1.88). HMEAX is a more actively managed with annual turnover of: 406.00 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 : 8.83 vs. HMEAX (6.23). AGEAX return over 5 years is better than : 19.17 vs. HMEAX (15.76).
| AGEAX | HMEAX | AGEAX / HMEAX | |
| Total Expense Ratio | 1.71 | 2.25 | 76% |
| Annual Report Gross Expense Ratio | 1.88 | 2.45 | 77% |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | 8.362 | 5.873 | 142% |
| Front Load | 3% | 6% | 59% |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.7M | 1.19B | 5% |
| Annual Yield % from dividends | 0.00 | 4.75 | - |
| Returns for 1 year | 8.83 | 6.23 | 142% |
| Returns for 3 years | 16.94 | 16.14 | 105% |
| Returns for 5 years | 19.17 | 15.76 | 122% |
| Returns for 10 years | 50.32 | N/A | - |
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