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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
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 AEPGX is a Hold and HNCRX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. HNCRX (491M). AEPGX pays higher dividends than HNCRX: AEPGX (2.53) vs HNCRX (0.34). 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 : 9.47 vs. AEPGX (2.41). HNCRX return over 5 years is better than : 13.49 vs. AEPGX (-6.41).
| 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 | 1.702 | 4.354 | 39% |
| Front Load | 6% | 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 | 2.53 | 0.34 | 749% |
| Returns for 1 year | 2.41 | 9.47 | 25% |
| Returns for 3 years | 16.37 | 41.17 | 40% |
| Returns for 5 years | -6.41 | 13.49 | -48% |
| Returns for 10 years | 44.13 | 85.70 | 51% |
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