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AEGFX vs HLMIX
AEGFX vs HLMIX Comparison
Open Charts AEGFX vs HLMIX
American Funds Europacific Growth F1
Price$59.25
Change-$0.39 (-0.65%)
VolumeN/A
Net Assets133.21B
Harding Loevner International Eq Instl
Price$27.49
Change-$0.20 (-0.72%)
VolumeN/A
Net Assets12.47B
AEGFX vs HLMIX Comparison Chart
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AEGFX vs. HLMIX commentary
May 22, 2025
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 AEGFX is a Hold and HLMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 133B vs. HLMIX (12.5B). HLMIX pays higher dividends than AEGFX: HLMIX (1.86) vs AEGFX (1.06). AEGFX was incepted earlier than HLMIX: AEGFX (24 years) vs HLMIX (31 years). AEGFX (0.86) and HLMIX (0.83) have similar cost to investors . AEGFX is a more actively managed with annual turnover of: 30.00 vs. HLMIX (22.00). AEGFX has a lower initial minimum investment than HLMIX: AEGFX (250) vs HLMIX (100000). HLMIX annual gain was more profitable for investors over the last year : 4.28 vs. AEGFX (0.18). HLMIX return over 5 years is better than : 43.60 vs. AEGFX (29.59).
| AEGFX | HLMIX | AEGFX / HLMIX | |
| Total Expense Ratio | 0.86 | 0.83 | 104% |
| Annual Report Gross Expense Ratio | 0.86 | 0.83 | 104% |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | 10.831 | 12.974 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 12.5B | 1,064% |
| Annual Yield % from dividends | 1.06 | 1.86 | 57% |
| Returns for 1 year | 0.18 | 4.28 | 4% |
| Returns for 3 years | 19.31 | 20.52 | 94% |
| Returns for 5 years | 29.59 | 43.60 | 68% |
| Returns for 10 years | 19.16 | 61.88 | 31% |
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