Interact to see
Advertisement
Advertisement
AEPGX vs JHIGX
AEPGX vs JHIGX Comparison
Open Charts AEPGX vs JHIGX
AEPGX vs JHIGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPGX vs. JHIGX commentary
Sep 13, 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 JHIGX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 140B vs. JHIGX (6.09B). AEPGX pays higher dividends than JHIGX: AEPGX (2.48) vs JHIGX (0.00). AEPGX was incepted earlier than JHIGX: AEPGX (42 years) vs JHIGX (11 years). JHIGX (1.40) is less costly to investors than AEPGX (0.83). JHIGX is a more actively managed with annual turnover of: 72.00 vs. AEPGX (50.00). JHIGX has a lower initial minimum investment than AEPGX: JHIGX (0) vs AEPGX (250). JHIGX annual gain was more profitable for investors over the last year : 13.23 vs. AEPGX (4.61). AEPGX (-4.41) and JHIGX (-4.63) have equivalent 5 years return.
| AEPGX | JHIGX | AEPGX / JHIGX | |
| Total Expense Ratio | 0.83 | 1.39 | 60% |
| Annual Report Gross Expense Ratio | 0.83 | 1.40 | 59% |
| Fund Existence | 42 years | 11 years | - |
| Gain YTD | 6.924 | 10.009 | 69% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 6.09B | 2,300% |
| Annual Yield % from dividends | 2.48 | 0.00 | - |
| Returns for 1 year | 4.61 | 13.23 | 35% |
| Returns for 3 years | 28.47 | 65.97 | 43% |
| Returns for 5 years | -4.41 | -4.63 | 95% |
| Returns for 10 years | 48.08 | 82.84 | 58% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement