AEPFX
Price
$64.18
Change
-$0.02 (-0.03%)
Updated
Aug 11 closing price
Net Assets
140.66B
HJIGX
Price
$18.96
Change
+$0.06 (+0.32%)
Updated
Aug 11 closing price
Net Assets
236.27M
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AEPFX vs HJIGX

AEPFX vs HJIGX Comparison Chart in %
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AEPFX vs. HJIGX commentary
Aug 12, 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 HJIGX is a Buy.

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FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. HJIGX (236M). HJIGX (2.72) and AEPFX (2.72) have matching dividends . AEPFX was incepted earlier than HJIGX: AEPFX (18 years) vs HJIGX (8 years). HJIGX (1.54) is less costly to investors than AEPFX (0.59). HJIGX is a more actively managed with annual turnover of: 81.00 vs. AEPFX (50.00). AEPFX has a lower initial minimum investment than HJIGX: AEPFX (250) vs HJIGX (100000). HJIGX annual gain was more profitable for investors over the last year : 26.76 vs. AEPFX (8.26). HJIGX return over 5 years is better than : 35.05 vs. AEPFX (-0.85).
AEPFXHJIGXAEPFX / HJIGX
Total Expense Ratio0.591.0059%
Annual Report Gross Expense Ratio0.591.5438%
Fund Existence18 years8 years-
Gain YTD6.34614.33844%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets141B236M59,746%
Annual Yield % from dividends2.722.72100%
Returns for 1 year8.2626.7631%
Returns for 3 years24.9377.4032%
Returns for 5 years-0.8535.05-2%
Returns for 10 years54.35N/A-
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