AEPCX
Price
$61.26
Change
-$0.21 (-0.34%)
Updated
Sep 11 closing price
Net Assets
140.03B
HNCAX
Price
$23.55
Change
-$0.12 (-0.51%)
Updated
Sep 11 closing price
Net Assets
525.4M
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AEPCX vs HNCAX

AEPCX vs HNCAX Comparison Chart in %
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AEPCX vs. HNCAX commentary
Sep 12, 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 Buy and HNCAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. HNCAX (525M). AEPCX pays higher dividends than HNCAX: AEPCX (2.07) vs HNCAX (0.60). AEPCX was incepted earlier than HNCAX: AEPCX (26 years) vs HNCAX (25 years). AEPCX (1.58) is less costly to investors than HNCAX (1.34). AEPCX is a more actively managed with annual turnover of: 50.00 vs. HNCAX (36.00). AEPCX has a lower initial minimum investment than HNCAX: AEPCX (250) vs HNCAX (2000). HNCAX annual gain was more profitable for investors over the last year : 12.02 vs. AEPCX (3.15). HNCAX return over 5 years is better than : 18.16 vs. AEPCX (-8.48).
AEPCXHNCAXAEPCX / HNCAX
Total Expense Ratio1.581.30122%
Annual Report Gross Expense Ratio1.581.34118%
Fund Existence26 years25 years-
Gain YTD6.0418.98967%
Front LoadN/A6%-
Min. Initial Investment250200013%
Min. Initial Investment IRAN/AN/A-
Net Assets140B525M26,667%
Annual Yield % from dividends2.070.60346%
Returns for 1 year3.1512.0226%
Returns for 3 years24.3259.3541%
Returns for 5 years-8.4818.16-47%
Returns for 10 years40.1297.7241%
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