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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
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.
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).
| 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 | 3.272 | 15.133 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 12.7B | 1,126% |
| Annual Yield % from dividends | 2.06 | 1.58 | 131% |
| Returns for 1 year | 9.08 | 15.93 | 57% |
| Returns for 3 years | 19.46 | 29.66 | 66% |
| Returns for 5 years | -9.45 | 10.49 | -90% |
| Returns for 10 years | 49.26 | 109.63 | 45% |
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