Ad is loading...
AEGFX vs HLMIX
AEGFX vs HLMIX Comparison
Open Charts AEGFX vs HLMIX
American Funds Europacific Growth F1
Price$54.53
Change+$0.17 (+0.31%)
VolumeN/A
Net Assets127.3B
Harding Loevner International Eq Instl
Price$24.80
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets12.03B
AEGFX vs HLMIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AEGFX vs. HLMIX commentary
Jan 19, 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 Buy and HLMIX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 127B vs. HLMIX (12B). HLMIX pays higher dividends than AEGFX: HLMIX (1.93) vs AEGFX (1.48). AEGFX was incepted earlier than HLMIX: AEGFX (24 years) vs HLMIX (31 years). AEGFX is a more actively managed with annual turnover of: 34.00 vs. HLMIX (18.00). AEGFX has a lower initial minimum investment than HLMIX: AEGFX (250) vs HLMIX (100000). AEGFX annual gain was more profitable for investors over the last year : 3.87 vs. HLMIX (1.16). HLMIX return over 5 years is better than : 8.37 vs. AEGFX (0.38).
| AEGFX | HLMIX | AEGFX / HLMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | 2.001 | 1.183 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 12B | 1,058% |
| Annual Yield % from dividends | 1.48 | 1.93 | 77% |
| Returns for 1 year | 3.87 | 1.16 | 333% |
| Returns for 3 years | -8.72 | -11.25 | 78% |
| Returns for 5 years | 0.38 | 8.37 | 5% |
| Returns for 10 years | 20.48 | 58.35 | 35% |
View a ticker or compare two or three
VS
VS
Ad is loading...