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AEPCX vs BBHLX
AEPCX vs BBHLX Comparison
Open Charts AEPCX vs BBHLX
AEPCX vs BBHLX Comparison Chart in %
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AEPCX vs. BBHLX commentary
Jun 04, 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 AEPCX is a Hold and BBHLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. BBHLX (2.6B). AEPCX pays higher dividends than BBHLX: AEPCX (2.06) vs BBHLX (1.04). AEPCX was incepted earlier than BBHLX: AEPCX (25 years) vs BBHLX (24 years). AEPCX (1.57) is less costly to investors than BBHLX (0.63). BBHLX is a more actively managed with annual turnover of: 62.00 vs. AEPCX (35.00). AEPCX has a lower initial minimum investment than BBHLX: AEPCX (250) vs BBHLX (10000). BBHLX annual gain was more profitable for investors over the last year : 17.52 vs. AEPCX (13.48). BBHLX return over 5 years is better than : 10.04 vs. AEPCX (-5.59).
| AEPCX | BBHLX | AEPCX / BBHLX | |
| Total Expense Ratio | 1.57 | 0.63 | 249% |
| Annual Report Gross Expense Ratio | 1.57 | 0.63 | 249% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 11.217 | 10.419 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.6B | 5,277% |
| Annual Yield % from dividends | 2.06 | 1.04 | 198% |
| Returns for 1 year | 13.48 | 17.52 | 77% |
| Returns for 3 years | 28.39 | 55.78 | 51% |
| Returns for 5 years | -5.59 | 10.04 | -56% |
| Returns for 10 years | 51.98 | 73.40 | 71% |
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