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AEPGX vs HNCAX
AEPGX vs HNCAX Comparison
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AEPGX vs HNCAX Comparison Chart in %
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AEPGX vs. HNCAX 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 AEPGX is a StrongBuy and HNCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. HNCAX (533M). AEPGX pays higher dividends than HNCAX: AEPGX (2.56) vs HNCAX (0.62). AEPGX was incepted earlier than HNCAX: AEPGX (42 years) vs HNCAX (25 years). HNCAX (1.34) is less costly to investors than AEPGX (0.83). AEPGX is a more actively managed with annual turnover of: 50.00 vs. HNCAX (36.00). AEPGX (6%) and HNCAX (6%) have equivalent initial investment costs. AEPGX has a lower initial minimum investment than HNCAX: AEPGX (250) vs HNCAX (2000). HNCAX annual gain was more profitable for investors over the last year : 19.82 vs. AEPGX (8.66). HNCAX return over 5 years is better than : 24.73 vs. AEPGX (1.00).
| AEPGX | HNCAX | AEPGX / HNCAX | |
| Total Expense Ratio | 0.83 | 1.30 | 64% |
| Annual Report Gross Expense Ratio | 0.83 | 1.34 | 62% |
| Fund Existence | 42 years | 25 years | - |
| Gain YTD | 8.015 | 11.564 | 69% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 533M | 25,704% |
| Annual Yield % from dividends | 2.56 | 0.62 | 413% |
| Returns for 1 year | 8.66 | 19.82 | 44% |
| Returns for 3 years | 30.30 | 64.67 | 47% |
| Returns for 5 years | 1.00 | 24.73 | 4% |
| Returns for 10 years | 47.95 | 98.52 | 49% |
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