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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
Jun 04, 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: 137B vs. HNCRX (506M). AEPFX pays higher dividends than HNCRX: AEPFX (2.64) vs HNCRX (0.35). AEPFX was incepted earlier than HNCRX: AEPFX (18 years) vs HNCRX (19 years). HNCRX (1.61) is less costly to investors than AEPFX (0.58). HNCRX (36.00) and AEPFX (35.00) have comparable annual turnover. 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 : 24.92 vs. AEPFX (15.11). HNCRX return over 5 years is better than : 23.10 vs. AEPFX (0.76).
| AEPFX | HNCRX | AEPFX / HNCRX | |
| Total Expense Ratio | 0.58 | 1.57 | 37% |
| Annual Report Gross Expense Ratio | 0.58 | 1.61 | 36% |
| Fund Existence | 18 years | 19 years | - |
| Gain YTD | 11.682 | 12.737 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 506M | 27,075% |
| Annual Yield % from dividends | 2.64 | 0.35 | 758% |
| Returns for 1 year | 15.11 | 24.92 | 61% |
| Returns for 3 years | 33.24 | 57.31 | 58% |
| Returns for 5 years | 0.76 | 23.10 | 3% |
| Returns for 10 years | 69.19 | 101.60 | 68% |
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