AEPCX
Price
$58.83
Change
-$0.31 (-0.52%)
Updated
Jul 25 closing price
Net Assets
135.06B
HLMIX
Price
$28.73
Change
-$0.07 (-0.24%)
Updated
Jul 25 closing price
Net Assets
12.57B
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AEPCX vs HLMIX

Header iconAEPCX vs HLMIX Comparison
Open Charts AEPCX vs HLMIXBanner chart's image
American Funds EUPAC C
Price$58.83
Change-$0.31 (-0.52%)
VolumeN/A
Net Assets135.06B
Harding Loevner International Eq Instl
Price$28.73
Change-$0.07 (-0.24%)
VolumeN/A
Net Assets12.57B
AEPCX vs HLMIX Comparison Chart in %
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AEPCX vs. HLMIX commentary
Jul 27, 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 Buy.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 135B vs. HLMIX (12.6B). HLMIX pays higher dividends than AEPCX: HLMIX (1.76) vs AEPCX (0.17). AEPCX was incepted earlier than HLMIX: AEPCX (24 years) vs HLMIX (31 years). AEPCX (1.57) is less costly to investors than HLMIX (0.83). AEPCX is a more actively managed with annual turnover of: 35.00 vs. HLMIX (22.00). 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 : 11.49 vs. AEPCX (8.73). HLMIX return over 5 years is better than : 26.12 vs. AEPCX (10.77).
AEPCXHLMIXAEPCX / HLMIX
Total Expense Ratio1.570.83189%
Annual Report Gross Expense Ratio1.570.83189%
Fund Existence24 years31 years-
Gain YTD13.85717.21780%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets135B12.6B1,071%
Annual Yield % from dividends0.171.769%
Returns for 1 year8.7311.4976%
Returns for 3 years27.4128.5496%
Returns for 5 years10.7726.1241%
Returns for 10 years23.3976.6531%
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