AEPFX
Price
$64.52
Change
-$0.44 (-0.68%)
Updated
Sep 1 closing price
Net Assets
137.41B
HJIGX
Price
$18.49
Change
-$0.13 (-0.70%)
Updated
Aug 31 closing price
Net Assets
233.63M
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AEPFX vs HJIGX

AEPFX vs HJIGX Comparison Chart in %
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AEPFX vs. HJIGX commentary
Sep 02, 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 HJIGX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. HJIGX (234M). HJIGX (2.72) and AEPFX (2.64) have matching dividends . AEPFX was incepted earlier than HJIGX: AEPFX (18 years) vs HJIGX (9 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 : 22.49 vs. AEPFX (7.38). HJIGX return over 5 years is better than : 30.70 vs. AEPFX (-2.86).
AEPFXHJIGXAEPFX / HJIGX
Total Expense Ratio0.591.0059%
Annual Report Gross Expense Ratio0.591.5438%
Fund Existence18 years9 years-
Gain YTD6.91012.64455%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets137B234M58,547%
Annual Yield % from dividends2.642.7297%
Returns for 1 year7.3822.4933%
Returns for 3 years26.8376.8735%
Returns for 5 years-2.8630.70-9%
Returns for 10 years53.60N/A-
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