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AEPCX vs HLMIX
AEPCX vs HLMIX Comparison
Open Charts AEPCX vs HLMIX
American Funds Europacific Growth C
Price$55.05
Change-$0.51 (-0.92%)
VolumeN/A
Net Assets131.04B
Harding Loevner International Eq Instl
Price$26.40
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets12.56B
AEPCX vs HLMIX Comparison Chart
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AEPCX vs. HLMIX commentary
Feb 23, 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 Hold and HLMIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 131B vs. HLMIX (12.6B). 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). HLMIX annual gain was more profitable for investors over the last year : 3.67 vs. AEPCX (0.68). HLMIX return over 5 years is better than : 19.24 vs. AEPCX (4.58).
| 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 | 6.542 | 7.711 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 12.6B | 1,040% |
| Annual Yield % from dividends | 0.81 | 1.93 | 42% |
| Returns for 1 year | 0.68 | 3.67 | 19% |
| Returns for 3 years | -0.13 | 0.38 | -34% |
| Returns for 5 years | 4.58 | 19.24 | 24% |
| Returns for 10 years | 16.25 | 59.80 | 27% |
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