AEPCX
Price
$59.66
Change
-$1.77 (-2.88%)
Updated
Jun 23 closing price
Net Assets
143.2B
HLMIX
Price
$30.39
Change
-$0.88 (-2.81%)
Updated
Jun 23 closing price
Net Assets
12.74B
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AEPCX vs HLMIX

AEPCX vs HLMIX Comparison Chart in %
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AEPCX vs. HLMIX commentary
Jun 24, 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 AEPCX is a Hold and HLMIX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. HLMIX (12.7B). AEPCX pays higher dividends than HLMIX: AEPCX (2.06) vs HLMIX (1.58). AEPCX was incepted earlier than HLMIX: AEPCX (25 years) vs HLMIX (32 years). AEPCX (1.58) is less costly to investors than HLMIX (0.83). AEPCX is a more actively managed with annual turnover of: 50.00 vs. HLMIX (25.00). AEPCX has a lower initial minimum investment than HLMIX: AEPCX (250) vs HLMIX (100000). HLMIX annual gain was more profitable for investors over the last year : 15.93 vs. AEPCX (9.08). HLMIX return over 5 years is better than : 10.49 vs. AEPCX (-9.45).
AEPCXHLMIXAEPCX / HLMIX
Total Expense Ratio1.580.83190%
Annual Report Gross Expense Ratio1.580.83190%
Fund Existence25 years32 years-
Gain YTD3.27215.13322%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets143B12.7B1,126%
Annual Yield % from dividends2.061.58131%
Returns for 1 year9.0815.9357%
Returns for 3 years19.4629.6666%
Returns for 5 years-9.4510.49-90%
Returns for 10 years49.26109.6345%
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