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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
Aug 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 HNCRX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. HNCRX (525M). AEPCX pays higher dividends than HNCRX: AEPCX (2.13) vs HNCRX (0.36). AEPCX was incepted earlier than HNCRX: AEPCX (25 years) vs HNCRX (20 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 : 16.49 vs. AEPCX (4.80). HNCRX return over 5 years is better than : 21.53 vs. AEPCX (-4.80).
| 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 | 20 years | - |
| Gain YTD | 5.487 | 9.912 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 525M | 26,095% |
| Annual Yield % from dividends | 2.13 | 0.36 | 588% |
| Returns for 1 year | 4.80 | 16.49 | 29% |
| Returns for 3 years | 24.57 | 61.24 | 40% |
| Returns for 5 years | -4.80 | 21.53 | -22% |
| Returns for 10 years | 38.48 | 92.18 | 42% |
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