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AEPGX vs HNCRX
AEPGX vs HNCRX Comparison
Open Charts AEPGX vs HNCRX
AEPGX vs HNCRX Comparison Chart in %
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AEPGX vs. HNCRX commentary
Aug 21, 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 HNCRX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. HNCRX (525M). AEPGX pays higher dividends than HNCRX: AEPGX (2.56) vs HNCRX (0.36). AEPGX was incepted earlier than HNCRX: AEPGX (42 years) vs HNCRX (20 years). HNCRX (1.61) is less costly to investors than AEPGX (0.83). AEPGX is a more actively managed with annual turnover of: 50.00 vs. HNCRX (36.00). HNCRX has a lower initial minimum investment than AEPGX: HNCRX (0) vs AEPGX (250). HNCRX annual gain was more profitable for investors over the last year : 16.49 vs. AEPGX (6.25). HNCRX return over 5 years is better than : 21.53 vs. AEPGX (-0.61).
| AEPGX | HNCRX | AEPGX / HNCRX | |
| Total Expense Ratio | 0.83 | 1.57 | 53% |
| Annual Report Gross Expense Ratio | 0.83 | 1.61 | 52% |
| Fund Existence | 42 years | 20 years | - |
| Gain YTD | 6.296 | 9.912 | 64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 525M | 26,095% |
| Annual Yield % from dividends | 2.56 | 0.36 | 704% |
| Returns for 1 year | 6.25 | 16.49 | 38% |
| Returns for 3 years | 28.71 | 61.24 | 47% |
| Returns for 5 years | -0.61 | 21.53 | -3% |
| Returns for 10 years | 46.30 | 92.18 | 50% |
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