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AEGFX vs HLMIX
AEGFX vs HLMIX Comparison
Open Charts AEGFX vs HLMIX
American Funds Europacific Growth F1
Price$56.31
Change-$0.55 (-0.97%)
VolumeN/A
CapitalizationN/A
Harding Loevner International Eq Instl
Price$26.60
Change-$0.06 (-0.23%)
VolumeN/A
CapitalizationN/A
AEGFX vs HLMIX Comparison Chart
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AEGFX vs. HLMIX commentary
Nov 18, 2024
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 Sell.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 129B vs. HLMIX (12.7B). HLMIX pays higher dividends than AEGFX: HLMIX (1.93) vs AEGFX (1.48). AEGFX was incepted earlier than HLMIX: AEGFX (24 years) vs HLMIX (31 years). AEGFX is a more actively managed with annual turnover of: 34.00 vs. HLMIX (18.00). AEGFX has a lower initial minimum investment than HLMIX: AEGFX (250) vs HLMIX (100000). HLMIX (8.75) and AEGFX (8.63) have marching annual gain over last year. HLMIX return over 5 years is better than : 21.66 vs. AEGFX (7.21).
| AEGFX | HLMIX | AEGFX / HLMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | 3.806 | 2.505 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 12.7B | 1,016% |
| Annual Yield % from dividends | 1.48 | 1.93 | 77% |
| Returns for 1 year | 8.63 | 8.75 | 99% |
| Returns for 3 years | -17.76 | -10.82 | 164% |
| Returns for 5 years | 7.21 | 21.66 | 33% |
| Returns for 10 years | 21.48 | 62.40 | 34% |
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