Interact to see
Advertisement
Advertisement
AEGFX vs HLMIX
AEGFX vs HLMIX Comparison
Open Charts AEGFX vs HLMIX
American Funds EUPAC F1
Price$58.04
Change-$0.44 (-0.75%)
VolumeN/A
Net Assets130.85B
Harding Loevner International Eq Instl
Price$27.29
Change-$0.31 (-1.12%)
VolumeN/A
Net Assets12.22B
AEGFX vs HLMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEGFX vs. HLMIX commentary
Jun 22, 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: 131B vs. HLMIX (12.2B). HLMIX pays higher dividends than AEGFX: HLMIX (1.80) vs AEGFX (1.00). 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 : 6.57 vs. AEGFX (2.17). HLMIX return over 5 years is better than : 29.95 vs. AEGFX (14.82).
| 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 | 8.567 | 12.607 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 12.2B | 1,074% |
| Annual Yield % from dividends | 1.00 | 1.80 | 56% |
| Returns for 1 year | 2.17 | 6.57 | 33% |
| Returns for 3 years | 23.82 | 26.19 | 91% |
| Returns for 5 years | 14.82 | 29.95 | 49% |
| Returns for 10 years | 17.31 | 62.11 | 28% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement