Interact to see
Advertisement
Advertisement
AEPCX vs HLMIX
AEPCX vs HLMIX Comparison
Open Charts AEPCX vs HLMIX
AEPCX vs HLMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPCX vs. HLMIX commentary
Jun 04, 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: 137B vs. HLMIX (12.8B). 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 (1.57) is less costly to investors than HLMIX (0.83). AEPCX is a more actively managed with annual turnover of: 35.00 vs. HLMIX (25.00). AEPCX has a lower initial minimum investment than HLMIX: AEPCX (250) vs HLMIX (100000). HLMIX (13.61) and AEPCX (13.48) have marching annual gain over last year. HLMIX return over 5 years is better than : 10.97 vs. AEPCX (-5.59).
| AEPCX | HLMIX | AEPCX / HLMIX | |
| Total Expense Ratio | 1.57 | 0.83 | 189% |
| Annual Report Gross Expense Ratio | 1.57 | 0.83 | 189% |
| Fund Existence | 25 years | 32 years | - |
| Gain YTD | 11.217 | 14.764 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 12.8B | 1,070% |
| Annual Yield % from dividends | 2.06 | 1.58 | 131% |
| Returns for 1 year | 13.48 | 13.61 | 99% |
| Returns for 3 years | 28.39 | 28.99 | 98% |
| Returns for 5 years | -5.59 | 10.97 | -51% |
| Returns for 10 years | 51.98 | 99.78 | 52% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers