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AEPCX vs JOHIX
AEPCX vs JOHIX Comparison
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AEPCX vs JOHIX Comparison Chart in %
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AEPCX vs. JOHIX commentary
Aug 03, 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 JOHIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. JOHIX (2.55B). AEPCX pays higher dividends than JOHIX: AEPCX (2.13) vs JOHIX (1.83). AEPCX was incepted earlier than JOHIX: AEPCX (25 years) vs JOHIX (17 years). AEPCX (1.58) is less costly to investors than JOHIX (0.96). JOHIX is a more actively managed with annual turnover of: 92.83 vs. AEPCX (50.00). AEPCX has a lower initial minimum investment than JOHIX: AEPCX (250) vs JOHIX (100000). JOHIX annual gain was more profitable for investors over the last year : 14.98 vs. AEPCX (6.78). JOHIX return over 5 years is better than : -0.35 vs. AEPCX (-7.30).
| AEPCX | JOHIX | AEPCX / JOHIX | |
| Total Expense Ratio | 1.58 | 0.96 | 165% |
| Annual Report Gross Expense Ratio | 1.58 | 0.96 | 165% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 3.168 | 4.532 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 2.55B | 5,521% |
| Annual Yield % from dividends | 2.13 | 1.83 | 116% |
| Returns for 1 year | 6.78 | 14.98 | 45% |
| Returns for 3 years | 14.70 | 33.40 | 44% |
| Returns for 5 years | -7.30 | -0.35 | 2,091% |
| Returns for 10 years | 38.82 | 71.28 | 54% |
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