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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
Jul 14, 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 Hold and HJIRX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. HJIRX (214M). AEPFX pays higher dividends than HJIRX: AEPFX (2.70) vs HJIRX (2.32). 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 : 26.76 vs. AEPFX (5.78). HJIRX return over 5 years is better than : 34.62 vs. AEPFX (-3.46).
| 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 | 2.701 | 13.038 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 214M | 65,888% |
| Annual Yield % from dividends | 2.70 | 2.32 | 116% |
| Returns for 1 year | 5.78 | 26.76 | 22% |
| Returns for 3 years | 17.67 | 68.24 | 26% |
| Returns for 5 years | -3.46 | 34.62 | -10% |
| Returns for 10 years | 53.95 | N/A | - |
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