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AEPFX vs HNCFX
AEPFX vs HNCFX Comparison
Open Charts AEPFX vs HNCFX
AEPFX vs HNCFX Comparison Chart in %
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AEPFX vs. HNCFX commentary
Jul 10, 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 HNCFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 143B vs. HNCFX (511M). AEPFX pays higher dividends than HNCFX: AEPFX (2.70) vs HNCFX (0.98). AEPFX was incepted earlier than HNCFX: AEPFX (18 years) vs HNCFX (9 years). HNCFX (0.90) is less costly to investors than AEPFX (0.59). AEPFX is a more actively managed with annual turnover of: 50.00 vs. HNCFX (36.00). AEPFX has a lower initial minimum investment than HNCFX: AEPFX (250) vs HNCFX (1000000). HNCFX annual gain was more profitable for investors over the last year : 17.39 vs. AEPFX (6.03). HNCFX return over 5 years is better than : 24.81 vs. AEPFX (-2.19).
| AEPFX | HNCFX | AEPFX / HNCFX | |
| Total Expense Ratio | 0.59 | 0.85 | 69% |
| Annual Report Gross Expense Ratio | 0.59 | 0.90 | 66% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 3.645 | 10.770 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 511M | 27,984% |
| Annual Yield % from dividends | 2.70 | 0.98 | 276% |
| Returns for 1 year | 6.03 | 17.39 | 35% |
| Returns for 3 years | 23.87 | 57.29 | 42% |
| Returns for 5 years | -2.19 | 24.81 | -9% |
| Returns for 10 years | 58.94 | N/A | - |
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