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AEPCX vs HNCRX
AEPCX vs HNCRX Comparison
Open Charts AEPCX vs HNCRX
AEPCX vs HNCRX Comparison Chart in %
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AEPCX vs. HNCRX commentary
Jun 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 HNCRX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. HNCRX (499M). AEPCX pays higher dividends than HNCRX: AEPCX (2.06) vs HNCRX (0.35). AEPCX was incepted earlier than HNCRX: AEPCX (25 years) vs HNCRX (19 years). HNCRX (1.61) and AEPCX (1.58) have similar cost to investors . AEPCX is a more actively managed with annual turnover of: 50.00 vs. HNCRX (36.00). HNCRX has a lower initial minimum investment than AEPCX: HNCRX (0) vs AEPCX (250). HNCRX annual gain was more profitable for investors over the last year : 19.72 vs. AEPCX (13.05). HNCRX return over 5 years is better than : 18.14 vs. AEPCX (-8.26).
| AEPCX | HNCRX | AEPCX / HNCRX | |
| Total Expense Ratio | 1.58 | 1.57 | 101% |
| Annual Report Gross Expense Ratio | 1.58 | 1.61 | 98% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 9.434 | 10.144 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 499M | 28,657% |
| Annual Yield % from dividends | 2.06 | 0.35 | 593% |
| Returns for 1 year | 13.05 | 19.72 | 66% |
| Returns for 3 years | 23.71 | 49.65 | 48% |
| Returns for 5 years | -8.26 | 18.14 | -46% |
| Returns for 10 years | 56.71 | 106.86 | 53% |
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