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AEPFX vs HLIZX
AEPFX vs HLIZX Comparison
Open Charts AEPFX vs HLIZX
AEPFX vs HLIZX Comparison Chart in %
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AEPFX vs. HLIZX commentary
Jun 14, 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 AEPFX is a Hold and HLIZX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 143B vs. HLIZX (12.6B). AEPFX pays higher dividends than HLIZX: AEPFX (2.64) vs HLIZX (1.67). AEPFX was incepted earlier than HLIZX: AEPFX (18 years) vs HLIZX (9 years). HLIZX (0.73) is less costly to investors than AEPFX (0.59). AEPFX is a more actively managed with annual turnover of: 50.00 vs. HLIZX (25.00). AEPFX has a lower initial minimum investment than HLIZX: AEPFX (250) vs HLIZX (10000000). AEPFX annual gain was more profitable for investors over the last year : 14.55 vs. HLIZX (11.33). HLIZX return over 5 years is better than : 9.11 vs. AEPFX (-2.09).
| AEPFX | HLIZX | AEPFX / HLIZX | |
| Total Expense Ratio | 0.59 | 0.73 | 81% |
| Annual Report Gross Expense Ratio | 0.59 | 0.73 | 81% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 9.925 | 14.080 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 12.6B | 1,135% |
| Annual Yield % from dividends | 2.64 | 1.67 | 158% |
| Returns for 1 year | 14.55 | 11.33 | 128% |
| Returns for 3 years | 28.36 | 26.40 | 107% |
| Returns for 5 years | -2.09 | 9.11 | -23% |
| Returns for 10 years | 74.43 | N/A | - |
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