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AEPCX vs JOHIX
AEPCX vs JOHIX Comparison
Open Charts AEPCX vs JOHIX
AEPCX vs JOHIX Comparison Chart in %
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AEPCX vs. JOHIX commentary
Jun 04, 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 JOHIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. JOHIX (2.7B). AEPCX pays higher dividends than JOHIX: AEPCX (2.06) vs JOHIX (1.80). AEPCX was incepted earlier than JOHIX: AEPCX (25 years) vs JOHIX (17 years). AEPCX (1.57) is less costly to investors than JOHIX (0.95). JOHIX is a more actively managed with annual turnover of: 92.83 vs. AEPCX (35.00). 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 : 15.19 vs. AEPCX (13.48). JOHIX return over 5 years is better than : 0.86 vs. AEPCX (-5.59).
| AEPCX | JOHIX | AEPCX / JOHIX | |
| Total Expense Ratio | 1.57 | 0.95 | 165% |
| Annual Report Gross Expense Ratio | 1.57 | 0.95 | 165% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 11.217 | 5.935 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.7B | 5,080% |
| Annual Yield % from dividends | 2.06 | 1.80 | 114% |
| Returns for 1 year | 13.48 | 15.19 | 89% |
| Returns for 3 years | 28.39 | 40.37 | 70% |
| Returns for 5 years | -5.59 | 0.86 | -649% |
| Returns for 10 years | 51.98 | 81.78 | 64% |
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