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AEPCX vs HLMIX
AEPCX vs HLMIX Comparison
Open Charts AEPCX vs HLMIX
American Funds Europacific Growth C
Price$52.69
Change+$0.16 (+0.30%)
VolumeN/A
Net Assets127.3B
Harding Loevner International Eq Instl
Price$24.80
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets12.03B
AEPCX vs HLMIX Comparison Chart
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AEPCX vs. HLMIX commentary
Jan 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 AEPCX is a Buy and HLMIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 127B vs. HLMIX (12B). HLMIX pays higher dividends than AEPCX: HLMIX (1.93) vs AEPCX (0.81). AEPCX was incepted earlier than HLMIX: AEPCX (24 years) vs HLMIX (31 years). AEPCX is a more actively managed with annual turnover of: 34.00 vs. HLMIX (18.00). AEPCX has a lower initial minimum investment than HLMIX: AEPCX (250) vs HLMIX (100000). AEPCX annual gain was more profitable for investors over the last year : 2.95 vs. HLMIX (1.16). HLMIX return over 5 years is better than : 8.37 vs. AEPCX (-2.96).
| AEPCX | HLMIX | AEPCX / 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 | 1.974 | 1.183 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 12B | 1,058% |
| Annual Yield % from dividends | 0.81 | 1.93 | 42% |
| Returns for 1 year | 2.95 | 1.16 | 254% |
| Returns for 3 years | -10.41 | -11.25 | 93% |
| Returns for 5 years | -2.96 | 8.37 | -35% |
| Returns for 10 years | 15.73 | 58.35 | 27% |