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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
Aug 29, 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 StrongBuy and BBHLX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. BBHLX (2.58B). AEPCX pays higher dividends than BBHLX: AEPCX (2.13) vs BBHLX (1.04). AEPCX was incepted earlier than BBHLX: AEPCX (25 years) vs BBHLX (24 years). AEPCX (1.58) is less costly to investors than BBHLX (0.63). BBHLX is a more actively managed with annual turnover of: 62.00 vs. AEPCX (50.00). 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 : 20.11 vs. AEPCX (6.35). BBHLX return over 5 years is better than : 14.21 vs. AEPCX (-6.53).
| AEPCX | BBHLX | AEPCX / BBHLX | |
| Total Expense Ratio | 1.58 | 0.63 | 251% |
| Annual Report Gross Expense Ratio | 1.58 | 0.63 | 251% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 6.976 | 14.703 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.58B | 5,306% |
| Annual Yield % from dividends | 2.13 | 1.04 | 205% |
| Returns for 1 year | 6.35 | 20.11 | 32% |
| Returns for 3 years | 22.86 | 64.13 | 36% |
| Returns for 5 years | -6.53 | 14.21 | -46% |
| Returns for 10 years | 40.77 | 73.68 | 55% |
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