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AEPCX vs HJIRX
AEPCX vs HJIRX Comparison
Open Charts AEPCX vs HJIRX
AEPCX vs HJIRX Comparison Chart in %
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AEPCX vs. HJIRX commentary
Jul 14, 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 HJIRX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. HJIRX (214M). HJIRX pays higher dividends than AEPCX: HJIRX (2.32) vs AEPCX (2.11). AEPCX was incepted earlier than HJIRX: AEPCX (25 years) vs HJIRX (8 years). HJIRX (1.80) is less costly to investors than AEPCX (1.58). HJIRX is a more actively managed with annual turnover of: 81.00 vs. AEPCX (50.00). AEPCX has a lower initial minimum investment than HJIRX: AEPCX (250) vs HJIRX (3000). HJIRX annual gain was more profitable for investors over the last year : 26.76 vs. AEPCX (4.09). HJIRX return over 5 years is better than : 34.62 vs. AEPCX (-9.69).
| AEPCX | HJIRX | AEPCX / HJIRX | |
| Total Expense Ratio | 1.58 | 1.25 | 126% |
| Annual Report Gross Expense Ratio | 1.58 | 1.80 | 88% |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | 1.869 | 13.038 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 214M | 65,888% |
| Annual Yield % from dividends | 2.11 | 2.32 | 91% |
| Returns for 1 year | 4.09 | 26.76 | 15% |
| Returns for 3 years | 13.07 | 68.24 | 19% |
| Returns for 5 years | -9.69 | 34.62 | -28% |
| Returns for 10 years | 37.90 | N/A | - |
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