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AEGFX vs HLMIX
AEGFX vs HLMIX Comparison
Open Charts AEGFX vs HLMIX
American Funds Europacific Growth F1
Price$53.43
Change+$0.22 (+0.41%)
VolumeN/A
Net Assets120.3B
Harding Loevner International Eq Instl
Price$25.56
Change+$0.33 (+1.31%)
VolumeN/A
Net Assets11.76B
AEGFX vs HLMIX Comparison Chart
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AEGFX vs. HLMIX commentary
Apr 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: 120B vs. HLMIX (11.8B). HLMIX pays higher dividends than AEGFX: HLMIX (1.92) vs AEGFX (1.09). AEGFX was incepted earlier than HLMIX: AEGFX (24 years) vs HLMIX (31 years). AEGFX (0.86) and HLMIX (0.82) 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 : 3.35 vs. AEGFX (-3.95). HLMIX return over 5 years is better than : 35.12 vs. AEGFX (21.29).
| AEGFX | HLMIX | AEGFX / HLMIX | |
| Total Expense Ratio | 0.86 | 0.82 | 105% |
| Annual Report Gross Expense Ratio | 0.86 | 0.82 | 105% |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | -0.056 | 4.284 | -1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 11.8B | 1,017% |
| Annual Yield % from dividends | 1.09 | 1.92 | 57% |
| Returns for 1 year | -3.95 | 3.35 | -118% |
| Returns for 3 years | 0.67 | 3.06 | 22% |
| Returns for 5 years | 21.29 | 35.12 | 61% |
| Returns for 10 years | 9.93 | 51.47 | 19% |
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