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AEPGX vs HJIRX
AEPGX vs HJIRX Comparison
Open Charts AEPGX vs HJIRX
AEPGX vs HJIRX Comparison Chart in %
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AEPGX vs. HJIRX commentary
Jul 14, 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 AEPGX is a Hold and HJIRX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. HJIRX (214M). AEPGX pays higher dividends than HJIRX: AEPGX (2.53) vs HJIRX (2.32). AEPGX was incepted earlier than HJIRX: AEPGX (42 years) vs HJIRX (8 years). HJIRX (1.80) is less costly to investors than AEPGX (0.83). HJIRX is a more actively managed with annual turnover of: 81.00 vs. AEPGX (50.00). AEPGX has a lower initial minimum investment than HJIRX: AEPGX (250) vs HJIRX (3000). HJIRX annual gain was more profitable for investors over the last year : 26.76 vs. AEPGX (5.55). HJIRX return over 5 years is better than : 34.62 vs. AEPGX (-5.69).
| AEPGX | HJIRX | AEPGX / HJIRX | |
| Total Expense Ratio | 0.83 | 1.25 | 66% |
| Annual Report Gross Expense Ratio | 0.83 | 1.80 | 46% |
| Fund Existence | 42 years | 8 years | - |
| Gain YTD | 2.578 | 13.038 | 20% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 214M | 65,888% |
| Annual Yield % from dividends | 2.53 | 2.32 | 109% |
| Returns for 1 year | 5.55 | 26.76 | 21% |
| Returns for 3 years | 16.83 | 68.24 | 25% |
| Returns for 5 years | -5.69 | 34.62 | -16% |
| Returns for 10 years | 45.72 | N/A | - |
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