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AEPFX vs HNCRX
AEPFX vs HNCRX Comparison
Open Charts AEPFX vs HNCRX
AEPFX vs HNCRX Comparison Chart in %
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AEPFX vs. HNCRX commentary
Jul 27, 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 HNCRX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. HNCRX (491M). AEPFX pays higher dividends than HNCRX: AEPFX (2.70) vs HNCRX (0.34). AEPFX was incepted earlier than HNCRX: AEPFX (18 years) vs HNCRX (20 years). HNCRX (1.61) is less costly to investors than AEPFX (0.59). AEPFX is a more actively managed with annual turnover of: 50.00 vs. HNCRX (36.00). HNCRX has a lower initial minimum investment than AEPFX: HNCRX (0) vs AEPFX (250). HNCRX annual gain was more profitable for investors over the last year : 9.47 vs. AEPFX (2.62). HNCRX return over 5 years is better than : 13.49 vs. AEPFX (-4.21).
| AEPFX | HNCRX | AEPFX / HNCRX | |
| Total Expense Ratio | 0.59 | 1.57 | 38% |
| Annual Report Gross Expense Ratio | 0.59 | 1.61 | 37% |
| Fund Existence | 18 years | 20 years | - |
| Gain YTD | 1.823 | 4.354 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 491M | 28,717% |
| Annual Yield % from dividends | 2.70 | 0.34 | 797% |
| Returns for 1 year | 2.62 | 9.47 | 28% |
| Returns for 3 years | 17.19 | 41.17 | 42% |
| Returns for 5 years | -4.21 | 13.49 | -31% |
| Returns for 10 years | 52.23 | 85.70 | 61% |
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