| AEPCX | HLMIX | AEPCX / HLMIX | |
| Total Expense Ratio | 1.57 | 0.83 | 189% |
| Annual Report Gross Expense Ratio | 1.57 | 0.83 | 189% |
| Fund Existence | 25 years | 32 years | - |
| Gain YTD | 23.863 | 26.193 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 12.8B | 1,078% |
| Annual Yield % from dividends | 0.15 | 1.64 | 9% |
| Returns for 1 year | 16.12 | 17.17 | 94% |
| Returns for 3 years | 34.33 | 33.45 | 103% |
| Returns for 5 years | 6.62 | 24.29 | 27% |
| Returns for 10 years | 42.78 | 100.21 | 43% |