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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 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 AEPFX is a Hold and HISIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. HISIX (115M). 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 (0.58). AEPFX is a more actively managed with annual turnover of: 35.00 vs. HISIX (27.00). AEPFX has a lower initial minimum investment than HISIX: AEPFX (250) vs HISIX (500). AEPFX annual gain was more profitable for investors over the last year : 15.11 vs. HISIX (10.46). HISIX return over 5 years is better than : 11.03 vs. AEPFX (0.76).
| AEPFX | HISIX | AEPFX / HISIX | |
| Total Expense Ratio | 0.58 | 1.16 | 50% |
| Annual Report Gross Expense Ratio | 0.58 | 1.16 | 50% |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | 11.682 | 12.869 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 115M | 119,130% |
| Annual Yield % from dividends | 2.64 | 1.32 | 200% |
| Returns for 1 year | 15.11 | 10.46 | 144% |
| Returns for 3 years | 33.24 | 26.80 | 124% |
| Returns for 5 years | 0.76 | 11.03 | 7% |
| Returns for 10 years | 69.19 | 101.48 | 68% |
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