AEPCX
Price
$61.92
Change
+$0.71 (+1.16%)
Updated
Aug 21 closing price
Net Assets
137.41B
JHIGX
Price
$38.67
Change
+$0.46 (+1.20%)
Updated
Aug 21 closing price
Net Assets
6.16B
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AEPCX vs JHIGX

AEPCX vs JHIGX Comparison Chart in %
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AEPCX vs. JHIGX commentary
Aug 23, 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 StrongBuy and JHIGX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. JHIGX (6.16B). AEPCX pays higher dividends than JHIGX: AEPCX (2.13) vs JHIGX (0.00). AEPCX was incepted earlier than JHIGX: AEPCX (25 years) vs JHIGX (11 years). AEPCX (1.58) is less costly to investors than JHIGX (1.40). JHIGX is a more actively managed with annual turnover of: 72.00 vs. AEPCX (50.00). JHIGX has a lower initial minimum investment than AEPCX: JHIGX (0) vs AEPCX (250). JHIGX annual gain was more profitable for investors over the last year : 18.11 vs. AEPCX (7.17). JHIGX return over 5 years is better than : -0.20 vs. AEPCX (-3.27).
AEPCXJHIGXAEPCX / JHIGX
Total Expense Ratio1.581.39114%
Annual Report Gross Expense Ratio1.581.40113%
Fund Existence25 years11 years-
Gain YTD7.18411.21764%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets137B6.16B2,223%
Annual Yield % from dividends2.130.00-
Returns for 1 year7.1718.1140%
Returns for 3 years26.1068.3638%
Returns for 5 years-3.27-0.201,625%
Returns for 10 years40.0481.0349%
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