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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
Sep 13, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 140B vs. HJIRX (227M). AEPFX pays higher dividends than HJIRX: AEPFX (2.64) vs HJIRX (2.40). 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 : 15.64 vs. AEPFX (4.84). HJIRX return over 5 years is better than : 24.91 vs. AEPFX (-2.16).
| 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 | 7.092 | 9.075 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 227M | 61,674% |
| Annual Yield % from dividends | 2.64 | 2.40 | 110% |
| Returns for 1 year | 4.84 | 15.64 | 31% |
| Returns for 3 years | 29.39 | 72.39 | 41% |
| Returns for 5 years | -2.16 | 24.91 | -9% |
| Returns for 10 years | 56.42 | N/A | - |
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