AEPCX
Price
$58.85
Change
-$0.99 (-1.65%)
Updated
Jul 13 closing price
Net Assets
140.66B
JOHIX
Price
$28.87
Change
-$0.28 (-0.96%)
Updated
Jul 13 closing price
Net Assets
2.6B
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AEPCX vs JOHIX

AEPCX vs JOHIX Comparison Chart in %
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AEPCX vs. JOHIX 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 Hold and JOHIX is a Buy.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. JOHIX (2.6B). AEPCX pays higher dividends than JOHIX: AEPCX (2.11) vs JOHIX (1.81). 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 : 15.47 vs. AEPCX (4.09). JOHIX return over 5 years is better than : -0.89 vs. AEPCX (-9.69).
AEPCXJOHIXAEPCX / JOHIX
Total Expense Ratio1.580.96165%
Annual Report Gross Expense Ratio1.580.96165%
Fund Existence25 years17 years-
Gain YTD1.8694.85638%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets141B2.6B5,429%
Annual Yield % from dividends2.111.81117%
Returns for 1 year4.0915.4726%
Returns for 3 years13.0732.2641%
Returns for 5 years-9.69-0.891,092%
Returns for 10 years37.9073.3452%
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