AEPCX
Price
$61.11
Change
-$0.85 (-1.37%)
Updated
Nov 18 closing price
Net Assets
134.2B
HLMIX
Price
$29.98
Change
-$0.32 (-1.06%)
Updated
Nov 18 closing price
Net Assets
12.5B
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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$61.11
Change-$0.85 (-1.37%)
VolumeN/A
Net Assets134.2B
Harding Loevner International Eq Instl
Price$29.98
Change-$0.32 (-1.06%)
VolumeN/A
Net Assets12.5B
AEPCX vs HLMIX Comparison Chart in %
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AEPCX vs. HLMIX commentary
Nov 20, 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.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 134B vs. HLMIX (12.5B). HLMIX pays higher dividends than AEPCX: HLMIX (1.64) vs AEPCX (0.15). AEPCX was incepted earlier than HLMIX: AEPCX (25 years) vs HLMIX (32 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 : 15.90 vs. AEPCX (12.24). HLMIX return over 5 years is better than : 21.02 vs. AEPCX (0.93).
AEPCXHLMIXAEPCX / HLMIX
Total Expense Ratio1.570.83189%
Annual Report Gross Expense Ratio1.570.83189%
Fund Existence25 years32 years-
Gain YTD18.27023.62377%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets134B12.5B1,072%
Annual Yield % from dividends0.151.649%
Returns for 1 year12.2415.9077%
Returns for 3 years29.1731.0594%
Returns for 5 years0.9321.024%
Returns for 10 years33.5191.4237%
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