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AEPCX vs HLMIX
AEPCX vs HLMIX Comparison
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AEPCX vs HLMIX Comparison Chart in %
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AEPCX vs. HLMIX commentary
Jul 25, 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.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. HLMIX (12.4B). AEPCX pays higher dividends than HLMIX: AEPCX (2.11) vs HLMIX (1.57). 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 : 8.48 vs. AEPCX (0.99). HLMIX return over 5 years is better than : 8.90 vs. AEPCX (-10.38).
| AEPCX | HLMIX | AEPCX / HLMIX | |
| Total Expense Ratio | 1.58 | 0.83 | 190% |
| Annual Report Gross Expense Ratio | 1.58 | 0.83 | 190% |
| Fund Existence | 25 years | 32 years | - |
| Gain YTD | 0.969 | 13.623 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 12.4B | 1,137% |
| Annual Yield % from dividends | 2.11 | 1.57 | 135% |
| Returns for 1 year | 0.99 | 8.48 | 12% |
| Returns for 3 years | 12.61 | 24.97 | 51% |
| Returns for 5 years | -10.38 | 8.90 | -117% |
| Returns for 10 years | 36.41 | 92.48 | 39% |
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