Interact to see
Advertisement
Advertisement
AEGFX vs HLMIX
AEGFX vs HLMIX Comparison
Open Charts AEGFX vs HLMIX
American Funds EUPAC F1
Price$63.87
Change+$0.24 (+0.38%)
VolumeN/A
Net Assets136.84B
Harding Loevner International Eq Instl
Price$30.07
Change+$0.11 (+0.37%)
VolumeN/A
Net Assets12.78B
AEGFX vs HLMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEGFX vs. HLMIX commentary
Sep 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 Hold and HLMIX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. HLMIX (12.8B). HLMIX pays higher dividends than AEGFX: HLMIX (1.73) vs AEGFX (0.66). AEGFX was incepted earlier than HLMIX: AEGFX (25 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). AEGFX annual gain was more profitable for investors over the last year : 11.04 vs. HLMIX (10.42). HLMIX return over 5 years is better than : 27.67 vs. AEGFX (14.32).
| AEGFX | HLMIX | AEGFX / HLMIX | |
| Total Expense Ratio | 0.86 | 0.83 | 104% |
| Annual Report Gross Expense Ratio | 0.86 | 0.83 | 104% |
| Fund Existence | 25 years | 31 years | - |
| Gain YTD | 19.473 | 22.236 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 12.8B | 1,070% |
| Annual Yield % from dividends | 0.66 | 1.73 | 38% |
| Returns for 1 year | 11.04 | 10.42 | 106% |
| Returns for 3 years | 40.03 | 40.06 | 100% |
| Returns for 5 years | 14.32 | 27.67 | 52% |
| Returns for 10 years | 44.35 | 104.49 | 42% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement