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AEPGX vs HNCTX
AEPGX vs HNCTX Comparison
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AEPGX vs HNCTX Comparison Chart in %
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AEPGX vs. HNCTX commentary
Aug 03, 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 Buy and HNCTX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. HNCTX (504M). AEPGX pays higher dividends than HNCTX: AEPGX (2.56) vs HNCTX (0.86). AEPGX was incepted earlier than HNCTX: AEPGX (42 years) vs HNCTX (20 years). HNCTX (1.02) is less costly to investors than AEPGX (0.83). AEPGX is a more actively managed with annual turnover of: 50.00 vs. HNCTX (36.00). HNCTX has a lower initial minimum investment than AEPGX: HNCTX (0) vs AEPGX (250). HNCTX annual gain was more profitable for investors over the last year : 17.88 vs. AEPGX (8.28). HNCTX return over 5 years is better than : 20.55 vs. AEPGX (-3.18).
| AEPGX | HNCTX | AEPGX / HNCTX | |
| Total Expense Ratio | 0.83 | 1.00 | 83% |
| Annual Report Gross Expense Ratio | 0.83 | 1.02 | 81% |
| Fund Existence | 42 years | 20 years | - |
| Gain YTD | 3.933 | 7.002 | 56% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 504M | 27,976% |
| Annual Yield % from dividends | 2.56 | 0.86 | 296% |
| Returns for 1 year | 8.28 | 17.88 | 46% |
| Returns for 3 years | 18.54 | 46.74 | 40% |
| Returns for 5 years | -3.18 | 20.55 | -15% |
| Returns for 10 years | 46.68 | 99.20 | 47% |
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