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AEPFX vs HNCAX
AEPFX vs HNCAX Comparison
Open Charts AEPFX vs HNCAX
AEPFX vs HNCAX Comparison Chart in %
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AEPFX vs. HNCAX commentary
Sep 12, 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 HNCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 140B vs. HNCAX (525M). AEPFX pays higher dividends than HNCAX: AEPFX (2.64) vs HNCAX (0.60). AEPFX was incepted earlier than HNCAX: AEPFX (18 years) vs HNCAX (25 years). HNCAX (1.34) is less costly to investors than AEPFX (0.59). AEPFX is a more actively managed with annual turnover of: 50.00 vs. HNCAX (36.00). AEPFX has a lower initial minimum investment than HNCAX: AEPFX (250) vs HNCAX (2000). HNCAX annual gain was more profitable for investors over the last year : 12.02 vs. AEPFX (4.84). HNCAX return over 5 years is better than : 18.16 vs. AEPFX (-2.16).
| AEPFX | HNCAX | AEPFX / HNCAX | |
| Total Expense Ratio | 0.59 | 1.30 | 45% |
| Annual Report Gross Expense Ratio | 0.59 | 1.34 | 44% |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | 7.092 | 8.989 | 79% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 525M | 26,667% |
| Annual Yield % from dividends | 2.64 | 0.60 | 441% |
| Returns for 1 year | 4.84 | 12.02 | 40% |
| Returns for 3 years | 29.39 | 59.35 | 50% |
| Returns for 5 years | -2.16 | 18.16 | -12% |
| Returns for 10 years | 56.42 | 97.72 | 58% |
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