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AEGFX vs HLMIX
AEGFX vs HLMIX Comparison
Open Charts AEGFX vs HLMIX
American Funds EUPAC F1
Price$60.35
Change+$0.04 (+0.07%)
VolumeN/A
Net Assets133.7B
Harding Loevner International Eq Instl
Price$28.24
Change+$0.30 (+1.07%)
VolumeN/A
Net Assets12.28B
AEGFX vs HLMIX Comparison Chart in %
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AEGFX vs. HLMIX commentary
Jul 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 Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 134B vs. HLMIX (12.3B). HLMIX pays higher dividends than AEGFX: HLMIX (1.76) vs AEGFX (0.67). 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: 35.00 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 : 5.06 vs. AEGFX (4.11). HLMIX return over 5 years is better than : 23.98 vs. AEGFX (13.88).
| 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 | 12.813 | 13.994 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 12.3B | 1,089% |
| Annual Yield % from dividends | 0.67 | 1.76 | 38% |
| Returns for 1 year | 4.11 | 5.06 | 81% |
| Returns for 3 years | 30.39 | 27.86 | 109% |
| Returns for 5 years | 13.88 | 23.98 | 58% |
| Returns for 10 years | 23.55 | 67.24 | 35% |
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