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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
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.
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).
| 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 | 1.869 | 4.856 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 2.6B | 5,429% |
| Annual Yield % from dividends | 2.11 | 1.81 | 117% |
| Returns for 1 year | 4.09 | 15.47 | 26% |
| Returns for 3 years | 13.07 | 32.26 | 41% |
| Returns for 5 years | -9.69 | -0.89 | 1,092% |
| Returns for 10 years | 37.90 | 73.34 | 52% |
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