AGFMF
Price
$9.26
Change
-$0.06 (-0.64%)
Updated
Sep 5 closing price
Capitalization
596.26M
HLNE
Price
$146.12
Change
-$0.92 (-0.63%)
Updated
Sep 5 closing price
Capitalization
6.41B
59 days until earnings call
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AGFMF vs HLNE

Header iconAGFMF vs HLNE Comparison
Open Charts AGFMF vs HLNEBanner chart's image
AGF Management
Price$9.26
Change-$0.06 (-0.64%)
Volume$100
Capitalization596.26M
Hamilton Lane
Price$146.12
Change-$0.92 (-0.63%)
Volume$318.37K
Capitalization6.41B
AGFMF vs HLNE Comparison Chart in %
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AGFMF
Daily Signalchanged days ago
Gain/Loss if bought
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HLNE
Daily Signalchanged days ago
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AGFMF vs. HLNE commentary
Sep 06, 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 AGFMF is a StrongBuy and HLNE is a Hold.

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COMPARISON
Comparison
Sep 06, 2025
Stock price -- (AGFMF: $9.26 vs. HLNE: $146.12)
Brand notoriety: AGFMF and HLNE are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: AGFMF: 8% vs. HLNE: 70%
Market capitalization -- AGFMF: $596.26M vs. HLNE: $6.41B
AGFMF [@Investment Managers] is valued at $596.26M. HLNE’s [@Investment Managers] market capitalization is $6.41B. The market cap for tickers in the [@Investment Managers] industry ranges from $170.21B to $0. The average market capitalization across the [@Investment Managers] industry is $7.5B.

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

AGFMF’s FA Score shows that 3 FA rating(s) are green whileHLNE’s FA Score has 2 green FA rating(s).

  • AGFMF’s FA Score: 3 green, 2 red.
  • HLNE’s FA Score: 2 green, 3 red.
According to our system of comparison, AGFMF is a better buy in the long-term than HLNE.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

AGFMF’s TA Score shows that 4 TA indicator(s) are bullish while HLNE’s TA Score has 5 bullish TA indicator(s).

  • AGFMF’s TA Score: 4 bullish, 5 bearish.
  • HLNE’s TA Score: 5 bullish, 5 bearish.
According to our system of comparison, AGFMF is a better buy in the short-term than HLNE.

Price Growth

AGFMF (@Investment Managers) experienced а +3.81% price change this week, while HLNE (@Investment Managers) price change was -5.33% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -0.32%. For the same industry, the average monthly price growth was +2.75%, and the average quarterly price growth was +21.27%.

Reported Earning Dates

HLNE is expected to report earnings on Nov 04, 2025.

Industries' Descriptions

@Investment Managers (-0.32% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
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FUNDAMENTALS
Fundamentals
HLNE($6.41B) has a higher market cap than AGFMF($596M). HLNE has higher P/E ratio than AGFMF: HLNE (28.17) vs AGFMF (8.24). AGFMF YTD gains are higher at: 24.295 vs. HLNE (-0.562). HLNE has higher annual earnings (EBITDA): 375M vs. AGFMF (150M). HLNE has more cash in the bank: 316M vs. AGFMF (49.7M). AGFMF has less debt than HLNE: AGFMF (165M) vs HLNE (365M). HLNE has higher revenues than AGFMF: HLNE (692M) vs AGFMF (535M).
AGFMFHLNEAGFMF / HLNE
Capitalization596M6.41B9%
EBITDA150M375M40%
Gain YTD24.295-0.562-4,319%
P/E Ratio8.2428.1729%
Revenue535M692M77%
Total Cash49.7M316M16%
Total Debt165M365M45%
FUNDAMENTALS RATINGS
AGFMF vs HLNE: Fundamental Ratings
AGFMF
HLNE
OUTLOOK RATING
1..100
7754
VALUATION
overvalued / fair valued / undervalued
1..100
27
Undervalued
29
Undervalued
PROFIT vs RISK RATING
1..100
2341
SMR RATING
1..100
7330
PRICE GROWTH RATING
1..100
4461
P/E GROWTH RATING
1..100
2074
SEASONALITY SCORE
1..100
5050

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

AGFMF's Valuation (27) in the null industry is in the same range as HLNE (29) in the Investment Managers industry. This means that AGFMF’s stock grew similarly to HLNE’s over the last 12 months.

AGFMF's Profit vs Risk Rating (23) in the null industry is in the same range as HLNE (41) in the Investment Managers industry. This means that AGFMF’s stock grew similarly to HLNE’s over the last 12 months.

HLNE's SMR Rating (30) in the Investment Managers industry is somewhat better than the same rating for AGFMF (73) in the null industry. This means that HLNE’s stock grew somewhat faster than AGFMF’s over the last 12 months.

AGFMF's Price Growth Rating (44) in the null industry is in the same range as HLNE (61) in the Investment Managers industry. This means that AGFMF’s stock grew similarly to HLNE’s over the last 12 months.

AGFMF's P/E Growth Rating (20) in the null industry is somewhat better than the same rating for HLNE (74) in the Investment Managers industry. This means that AGFMF’s stock grew somewhat faster than HLNE’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
AGFMFHLNE
RSI
ODDS (%)
Bearish Trend 1 day ago
39%
Bullish Trend 1 day ago
70%
Stochastic
ODDS (%)
Bearish Trend 1 day ago
40%
Bullish Trend 1 day ago
70%
Momentum
ODDS (%)
Bullish Trend 1 day ago
48%
Bearish Trend 1 day ago
68%
MACD
ODDS (%)
Bullish Trend 1 day ago
56%
Bearish Trend 1 day ago
73%
TrendWeek
ODDS (%)
Bullish Trend 1 day ago
55%
Bearish Trend 1 day ago
69%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
55%
Bearish Trend 1 day ago
65%
Advances
ODDS (%)
Bullish Trend 3 days ago
68%
Bullish Trend 10 days ago
69%
Declines
ODDS (%)
Bearish Trend 27 days ago
48%
Bearish Trend 4 days ago
66%
BollingerBands
ODDS (%)
Bearish Trend 1 day ago
44%
Bullish Trend 1 day ago
79%
Aroon
ODDS (%)
Bearish Trend 1 day ago
30%
Bullish Trend 1 day ago
68%
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AGFMF
Daily Signalchanged days ago
Gain/Loss if bought
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HLNE
Daily Signalchanged days ago
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AGFMF and

Correlation & Price change

A.I.dvisor indicates that over the last year, AGFMF has been loosely correlated with MAIN. These tickers have moved in lockstep 37% of the time. This A.I.-generated data suggests there is some statistical probability that if AGFMF jumps, then MAIN could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AGFMF
1D Price
Change %
AGFMF100%
-0.64%
MAIN - AGFMF
37%
Loosely correlated
-0.11%
PNNT - AGFMF
34%
Loosely correlated
-0.28%
HLNE - AGFMF
31%
Poorly correlated
-0.63%
JHG - AGFMF
31%
Poorly correlated
-1.82%
GCAAF - AGFMF
30%
Poorly correlated
+0.04%
More

HLNE and

Correlation & Price change

A.I.dvisor indicates that over the last year, HLNE has been closely correlated with STEP. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if HLNE jumps, then STEP could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HLNE
1D Price
Change %
HLNE100%
-0.63%
STEP - HLNE
81%
Closely correlated
-1.22%
JHG - HLNE
76%
Closely correlated
-1.82%
BX - HLNE
75%
Closely correlated
+0.05%
KKR - HLNE
73%
Closely correlated
-1.33%
CG - HLNE
73%
Closely correlated
-1.82%
More