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AEPGX vs HLIZX
AEPGX vs HLIZX Comparison
Open Charts AEPGX vs HLIZX
AEPGX vs HLIZX Comparison Chart in %
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AEPGX vs. HLIZX commentary
Jul 05, 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 AEPGX is a Buy and HLIZX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 143B vs. HLIZX (12.6B). AEPGX pays higher dividends than HLIZX: AEPGX (2.53) vs HLIZX (1.66). AEPGX was incepted earlier than HLIZX: AEPGX (42 years) vs HLIZX (9 years). AEPGX (0.83) is less costly to investors than HLIZX (0.73). AEPGX is a more actively managed with annual turnover of: 50.00 vs. HLIZX (25.00). AEPGX has a lower initial minimum investment than HLIZX: AEPGX (250) vs HLIZX (10000000). HLIZX annual gain was more profitable for investors over the last year : 11.44 vs. AEPGX (6.92). HLIZX return over 5 years is better than : 10.26 vs. AEPGX (-4.72).
| AEPGX | HLIZX | AEPGX / HLIZX | |
| Total Expense Ratio | 0.83 | 0.73 | 114% |
| Annual Report Gross Expense Ratio | 0.83 | 0.73 | 114% |
| Fund Existence | 42 years | 9 years | - |
| Gain YTD | 4.099 | 14.191 | 29% |
| Front Load | 6% | 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 | 2.53 | 1.66 | 153% |
| Returns for 1 year | 6.92 | 11.44 | 60% |
| Returns for 3 years | 21.78 | 26.72 | 81% |
| Returns for 5 years | -4.72 | 10.26 | -46% |
| Returns for 10 years | 52.99 | N/A | - |
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