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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
Aug 17, 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 Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. HLIZX (13.1B). AEPGX pays higher dividends than HLIZX: AEPGX (2.56) vs HLIZX (1.65). 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 : 14.47 vs. AEPGX (7.85). HLIZX return over 5 years is better than : 12.25 vs. AEPGX (-2.46).
| 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 | 7.503 | 19.241 | 39% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 13.1B | 1,046% |
| Annual Yield % from dividends | 2.56 | 1.65 | 155% |
| Returns for 1 year | 7.85 | 14.47 | 54% |
| Returns for 3 years | 27.89 | 37.51 | 74% |
| Returns for 5 years | -2.46 | 12.25 | -20% |
| Returns for 10 years | 47.40 | N/A | - |
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