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AEGFX vs HLMIX
AEGFX vs HLMIX Comparison
Open Charts AEGFX vs HLMIX
American Funds EUPAC F1
Price$61.69
Change-$0.22 (-0.36%)
VolumeN/A
Net Assets134.64B
Harding Loevner International Eq Instl
Price$28.88
Change-$0.12 (-0.41%)
VolumeN/A
Net Assets12.52B
AEGFX vs HLMIX Comparison Chart in %
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AEGFX vs. HLMIX commentary
Aug 30, 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 Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 135B vs. HLMIX (12.5B). HLMIX pays higher dividends than AEGFX: HLMIX (1.78) vs AEGFX (0.68). 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 : 5.62 vs. AEGFX (5.27). HLMIX return over 5 years is better than : 23.73 vs. AEGFX (8.96).
| 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 | 15.395 | 18.319 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 12.5B | 1,080% |
| Annual Yield % from dividends | 0.68 | 1.78 | 38% |
| Returns for 1 year | 5.27 | 5.62 | 94% |
| Returns for 3 years | 31.38 | 32.36 | 97% |
| Returns for 5 years | 8.96 | 23.73 | 38% |
| Returns for 10 years | 41.75 | 100.85 | 41% |
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