AEPCX
Price
$60.47
Change
-$0.14 (-0.23%)
Updated
Sep 18 closing price
Net Assets
140.03B
GSIHX
Price
$23.70
Change
+$0.10 (+0.42%)
Updated
Sep 18 closing price
Net Assets
51.75B
Interact to see
Advertisement

AEPCX vs GSIHX

AEPCX vs GSIHX Comparison Chart in %
View a ticker or compare two or three
VS
AEPCX vs. GSIHX commentary
Sep 20, 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 GSIHX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. GSIHX (51.8B). AEPCX (2.07) and GSIHX (2.05) have matching dividends . AEPCX was incepted earlier than GSIHX: AEPCX (26 years) vs GSIHX (10 years). AEPCX (1.58) is less costly to investors than GSIHX (1.16). GSIHX is a more actively managed with annual turnover of: 68.00 vs. AEPCX (50.00). AEPCX has a lower initial minimum investment than GSIHX: AEPCX (250) vs GSIHX (1000). GSIHX annual gain was more profitable for investors over the last year : 8.46 vs. AEPCX (0.91). GSIHX return over 5 years is better than : 34.18 vs. AEPCX (-8.74).
AEPCXGSIHXAEPCX / GSIHX
Total Expense Ratio1.581.14139%
Annual Report Gross Expense Ratio1.581.16136%
Fund Existence26 years10 years-
Gain YTD4.6746.27874%
Front LoadN/A6%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets140B51.8B270%
Annual Yield % from dividends2.072.05101%
Returns for 1 year0.918.4611%
Returns for 3 years23.7638.0762%
Returns for 5 years-8.7434.18-26%
Returns for 10 years37.24N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
ICEQX24.680.15
+0.61%
Nomura Core Equity Fund Class R6
VDIGX31.550.01
+0.03%
Vanguard Dividend Growth Inv
LONAX16.32-0.05
-0.31%
Longboard A
JFCIX37.59-0.19
-0.50%
JHancock Fundamental All Cap Core I
DVFYX84.06-0.45
-0.53%
Davis Financial Y