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AEPCX vs HNCAX
AEPCX vs HNCAX Comparison
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AEPCX vs HNCAX Comparison Chart in %
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AEPCX vs. HNCAX commentary
Jun 21, 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 HNCAX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. HNCAX (522M). AEPCX pays higher dividends than HNCAX: AEPCX (2.06) vs HNCAX (0.59). AEPCX was incepted earlier than HNCAX: AEPCX (25 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 : 27.62 vs. AEPCX (10.87). HNCAX return over 5 years is better than : 26.92 vs. AEPCX (-5.81).
| AEPCX | HNCAX | AEPCX / HNCAX | |
| Total Expense Ratio | 1.58 | 1.30 | 122% |
| Annual Report Gross Expense Ratio | 1.58 | 1.34 | 118% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 5.505 | 14.794 | 37% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 522M | 27,395% |
| Annual Yield % from dividends | 2.06 | 0.59 | 347% |
| Returns for 1 year | 10.87 | 27.62 | 39% |
| Returns for 3 years | 14.73 | 54.42 | 27% |
| Returns for 5 years | -5.81 | 26.92 | -22% |
| Returns for 10 years | 45.89 | 112.93 | 41% |
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