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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
Jun 24, 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 Hold and HISIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 143B vs. HISIX (116M). AEPFX pays higher dividends than HISIX: AEPFX (2.64) vs HISIX (1.32). AEPFX was incepted earlier than HISIX: AEPFX (18 years) vs HISIX (25 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 : 15.65 vs. AEPFX (10.87). HISIX return over 5 years is better than : 12.82 vs. AEPFX (-3.20).
| 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 | 25 years | - |
| Gain YTD | 4.076 | 14.585 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 116M | 123,276% |
| Annual Yield % from dividends | 2.64 | 1.32 | 200% |
| Returns for 1 year | 10.87 | 15.65 | 69% |
| Returns for 3 years | 24.32 | 29.93 | 81% |
| Returns for 5 years | -3.20 | 12.82 | -25% |
| Returns for 10 years | 66.65 | 113.87 | 59% |
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