AEPFX
Price
$65.28
Change
+$0.75 (+1.16%)
Updated
Aug 21 closing price
Net Assets
137.41B
HNCCX
Price
$21.07
Change
+$0.24 (+1.15%)
Updated
Aug 21 closing price
Net Assets
532.7M
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AEPFX vs HNCCX

AEPFX vs HNCCX Comparison Chart in %
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AEPFX vs. HNCCX 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 HNCCX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. HNCCX (533M). AEPFX pays higher dividends than HNCCX: AEPFX (2.72) vs HNCCX (0.00). AEPFX was incepted earlier than HNCCX: AEPFX (18 years) vs HNCCX (25 years). HNCCX (2.15) is less costly to investors than AEPFX (0.59). AEPFX is a more actively managed with annual turnover of: 50.00 vs. HNCCX (36.00). AEPFX has a lower initial minimum investment than HNCCX: AEPFX (250) vs HNCCX (2000). HNCCX annual gain was more profitable for investors over the last year : 18.84 vs. AEPFX (8.91). HNCCX return over 5 years is better than : 20.06 vs. AEPFX (3.40).
AEPFXHNCCXAEPFX / HNCCX
Total Expense Ratio0.592.0529%
Annual Report Gross Expense Ratio0.592.1527%
Fund Existence18 years25 years-
Gain YTD8.16910.95375%
Front LoadN/AN/A-
Min. Initial Investment250200013%
Min. Initial Investment IRAN/AN/A-
Net Assets137B533M25,704%
Annual Yield % from dividends2.720.00-
Returns for 1 year8.9118.8447%
Returns for 3 years31.2160.9651%
Returns for 5 years3.4020.0617%
Returns for 10 years56.3083.2068%
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