AEPCX
Price
$58.85
Change
-$0.99 (-1.65%)
Updated
Jul 13 closing price
Net Assets
140.66B
HNCTX
Price
$24.86
Change
-$0.03 (-0.12%)
Updated
Jul 10 closing price
Net Assets
516.69M
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AEPCX vs HNCTX

AEPCX vs HNCTX Comparison Chart in %
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AEPCX vs. HNCTX 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 Buy and HNCTX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. HNCTX (517M). AEPCX pays higher dividends than HNCTX: AEPCX (2.11) vs HNCTX (0.81). AEPCX was incepted earlier than HNCTX: AEPCX (25 years) vs HNCTX (20 years). AEPCX (1.58) is less costly to investors than HNCTX (1.02). AEPCX is a more actively managed with annual turnover of: 50.00 vs. HNCTX (36.00). HNCTX has a lower initial minimum investment than AEPCX: HNCTX (0) vs AEPCX (250). HNCTX annual gain was more profitable for investors over the last year : 19.42 vs. AEPCX (4.09). HNCTX return over 5 years is better than : 24.86 vs. AEPCX (-9.69).
AEPCXHNCTXAEPCX / HNCTX
Total Expense Ratio1.581.00158%
Annual Report Gross Expense Ratio1.581.02155%
Fund Existence25 years20 years-
Gain YTD1.86911.58016%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets141B517M27,273%
Annual Yield % from dividends2.110.81263%
Returns for 1 year4.0919.4221%
Returns for 3 years13.0750.3026%
Returns for 5 years-9.6924.86-39%
Returns for 10 years37.90110.6934%
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