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AEPFX vs HJIRX
AEPFX vs HJIRX Comparison
Open Charts AEPFX vs HJIRX
AEPFX vs HJIRX Comparison Chart in %
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AEPFX vs. HJIRX 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 HJIRX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. HJIRX (224M). AEPFX pays higher dividends than HJIRX: AEPFX (2.72) vs HJIRX (2.42). AEPFX was incepted earlier than HJIRX: AEPFX (18 years) vs HJIRX (8 years). HJIRX (1.80) is less costly to investors than AEPFX (0.59). HJIRX is a more actively managed with annual turnover of: 81.00 vs. AEPFX (50.00). AEPFX has a lower initial minimum investment than HJIRX: AEPFX (250) vs HJIRX (3000). HJIRX annual gain was more profitable for investors over the last year : 24.96 vs. AEPFX (8.51). HJIRX return over 5 years is better than : 32.84 vs. AEPFX (-0.90).
| AEPFX | HJIRX | AEPFX / HJIRX | |
| Total Expense Ratio | 0.59 | 1.25 | 47% |
| Annual Report Gross Expense Ratio | 0.59 | 1.80 | 33% |
| Fund Existence | 18 years | 8 years | - |
| Gain YTD | 4.060 | 10.798 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 224M | 62,946% |
| Annual Yield % from dividends | 2.72 | 2.42 | 113% |
| Returns for 1 year | 8.51 | 24.96 | 34% |
| Returns for 3 years | 19.36 | 65.32 | 30% |
| Returns for 5 years | -0.90 | 32.84 | -3% |
| Returns for 10 years | 54.97 | N/A | - |
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