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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
Jul 27, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. HLIZX (12.4B). AEPFX pays higher dividends than HLIZX: AEPFX (2.70) vs HLIZX (1.66). 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). HLIZX annual gain was more profitable for investors over the last year : 8.21 vs. AEPFX (2.62). HLIZX return over 5 years is better than : 8.34 vs. AEPFX (-4.21).
| 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 | 1.823 | 12.680 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 12.4B | 1,137% |
| Annual Yield % from dividends | 2.70 | 1.66 | 162% |
| Returns for 1 year | 2.62 | 8.21 | 32% |
| Returns for 3 years | 17.19 | 23.34 | 74% |
| Returns for 5 years | -4.21 | 8.34 | -50% |
| Returns for 10 years | 52.23 | N/A | - |
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