AGA vs HEA Fund Comparison
Price, period returns, size, investor count and risk score of AGA (Bereket Emeklilik ve Hayat A.Ş. Altın Katılım Emeklilik Yatırım Fonu) and HEA (AXA Hayat ve Emeklilik A.Ş. Altın Katılım Emeklilik Yatırım Fonu) side by side.
If You Had Invested TRY 10,000
Metric Comparison
| Metric | AGA | HEA | Category median |
|---|---|---|---|
| Daily | −0.87% | −0.71% | −0.71% |
| 1 week | −0.91% | −0.83% | −0.76% |
| 1 month | −3.23% | −2.97% | −2.97% |
| 3 months | 2.23% | 2.04% | 2.39% |
| 6 months | −5.75% | −5.00% | −5.00% |
| YTD | −1.32% | −1.74% | −1.43% |
| 1 year | 11.59% | 7.93% | 10.38% |
| 3 years | 297.22% | 229.53% | 247.70% |
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About the AGA vs HEA Comparison
The price, returns, size and risk of AGA (Bereket Emeklilik ve Hayat A.Ş. Altın Katılım Emeklilik Yatırım Fonu) and HEA (AXA Hayat ve Emeklilik A.Ş. Altın Katılım Emeklilik Yatırım Fonu) are compared side by side as of November 2, 2026. Of the 10 metrics compared, AGA leads in 6 and HEA leads in 4. AGA is a Shariah-compliant Gold Fund fund managed by Bereket Emeklilik ve Hayat A.Ş.; HEA is a Shariah-compliant Gold Fund fund managed by AXA Hayat ve Emeklilik A.Ş..
Highlights: Daily: HEA leads (−0.71% vs −0.87%). 1 week: HEA leads (−0.83% vs −0.91%). 1 month: HEA leads (−2.97% vs −3.23%). 3 months: AGA leads (2.23% vs 2.04%). 6 months: HEA leads (−5.00% vs −5.75%). YTD: AGA leads (−1.32% vs −1.74%). 1 year: AGA leads (11.59% vs 7.93%). 3 years: AGA leads (297.22% vs 229.53%). Size (TRY): AGA leads (8.2B vs 5B). Investors: AGA leads (84,383 vs 83,802).
Frequently Asked Questions
Which earned more, AGA or HEA?
Year to date AGA returned −1.32% and HEA returned −1.74%; over the last year AGA returned 11.59% and HEA returned 7.93%. Over the last month AGA returned −3.23% and HEA returned −2.97%. Past performance does not indicate future returns.
Which is larger and which has more investors, AGA or HEA?
As of November 2, 2026, AGA has a size of TRY 8.2B with 84,383 investors, while HEA has a size of TRY 5B with 83,802 investors. AGA leads in size and AGA leads in investor count.
What do the risk scores of AGA and HEA mean?
The CMB risk score of AGA is 6 out of 7 and that of HEA is 6. The risk score reflects the historical volatility of the fund price; 1 is the lowest and 7 the highest risk. A lower score means less volatility, not a guarantee of higher returns.