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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 23, 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 HJIRX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. HJIRX (235M). 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 : 23.06 vs. AEPFX (8.91). HJIRX return over 5 years is better than : 37.73 vs. AEPFX (3.40).
| 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 | 8.169 | 13.728 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 235M | 58,298% |
| Annual Yield % from dividends | 2.72 | 2.42 | 113% |
| Returns for 1 year | 8.91 | 23.06 | 39% |
| Returns for 3 years | 31.21 | 82.16 | 38% |
| Returns for 5 years | 3.40 | 37.73 | 9% |
| Returns for 10 years | 56.30 | N/A | - |
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