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AEPFX vs HISIX
AEPFX vs HISIX Comparison
Open Charts AEPFX vs HISIX
AEPFX vs HISIX Comparison Chart in %
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AEPFX vs. HISIX 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 AEPFX is a StrongBuy and HISIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. HISIX (120M). AEPFX pays higher dividends than HISIX: AEPFX (2.72) vs HISIX (1.14). AEPFX was incepted earlier than HISIX: AEPFX (18 years) vs HISIX (26 years). HISIX (1.16) is less costly to investors than AEPFX (0.59). AEPFX is a more actively managed with annual turnover of: 50.00 vs. HISIX (27.00). AEPFX has a lower initial minimum investment than HISIX: AEPFX (250) vs HISIX (500). HISIX annual gain was more profitable for investors over the last year : 16.16 vs. AEPFX (8.91). HISIX return over 5 years is better than : 12.97 vs. AEPFX (3.40).
| AEPFX | HISIX | AEPFX / HISIX | |
| Total Expense Ratio | 0.59 | 1.16 | 51% |
| Annual Report Gross Expense Ratio | 0.59 | 1.16 | 51% |
| Fund Existence | 18 years | 26 years | - |
| Gain YTD | 8.169 | 18.807 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 120M | 114,167% |
| Annual Yield % from dividends | 2.72 | 1.14 | 238% |
| Returns for 1 year | 8.91 | 16.16 | 55% |
| Returns for 3 years | 31.21 | 41.19 | 76% |
| Returns for 5 years | 3.40 | 12.97 | 26% |
| Returns for 10 years | 56.30 | 101.19 | 56% |
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