AEPCX
Price
$61.18
Change
-$0.42 (-0.68%)
Updated
Sep 1 closing price
Net Assets
137.41B
HJIGX
Price
$18.49
Change
-$0.13 (-0.70%)
Updated
Aug 31 closing price
Net Assets
233.63M
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AEPCX vs HJIGX

AEPCX vs HJIGX Comparison Chart in %
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AEPCX vs. HJIGX commentary
Sep 02, 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 HJIGX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. HJIGX (234M). HJIGX pays higher dividends than AEPCX: HJIGX (2.72) vs AEPCX (2.07). AEPCX was incepted earlier than HJIGX: AEPCX (25 years) vs HJIGX (9 years). AEPCX (1.58) and HJIGX (1.54) have similar cost to investors . HJIGX is a more actively managed with annual turnover of: 81.00 vs. AEPCX (50.00). AEPCX has a lower initial minimum investment than HJIGX: AEPCX (250) vs HJIGX (100000). HJIGX annual gain was more profitable for investors over the last year : 22.49 vs. AEPCX (5.65). HJIGX return over 5 years is better than : 30.70 vs. AEPCX (-9.11).
AEPCXHJIGXAEPCX / HJIGX
Total Expense Ratio1.581.00158%
Annual Report Gross Expense Ratio1.581.54103%
Fund Existence25 years9 years-
Gain YTD5.90312.64447%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets137B234M58,547%
Annual Yield % from dividends2.072.7276%
Returns for 1 year5.6522.4925%
Returns for 3 years21.8976.8728%
Returns for 5 years-9.1130.70-30%
Returns for 10 years37.62N/A-
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