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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 03, 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 Buy and HISIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. HISIX (117M). 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 : 14.88 vs. AEPFX (8.51). HISIX return over 5 years is better than : 9.26 vs. AEPFX (-0.90).
| 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 | 4.060 | 14.802 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 117M | 120,513% |
| Annual Yield % from dividends | 2.72 | 1.14 | 238% |
| Returns for 1 year | 8.51 | 14.88 | 57% |
| Returns for 3 years | 19.36 | 27.28 | 71% |
| Returns for 5 years | -0.90 | 9.26 | -10% |
| Returns for 10 years | 54.97 | 98.08 | 56% |
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