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FEPUX vs HLMIX
FEPUX vs HLMIX Comparison
Open Charts FEPUX vs HLMIX
American Funds EUPAC 529-F-3
Price$64.20
Change+$0.24 (+0.38%)
VolumeN/A
Net Assets136.84B
Harding Loevner International Eq Instl
Price$30.07
Change+$0.11 (+0.37%)
VolumeN/A
Net Assets12.78B
FEPUX vs HLMIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FEPUX has more cash in the bank: 137B vs. HLMIX (12.8B). HLMIX pays higher dividends than FEPUX: HLMIX (1.73) vs FEPUX (0.89). FEPUX was incepted earlier than HLMIX: FEPUX (5 years) vs HLMIX (31 years). HLMIX (0.83) is less costly to investors than FEPUX (0.52). FEPUX is a more actively managed with annual turnover of: 35.00 vs. HLMIX (22.00). FEPUX has a lower initial minimum investment than HLMIX: FEPUX (250) vs HLMIX (100000). FEPUX annual gain was more profitable for investors over the last year : 11.44 vs. HLMIX (10.42).
| FEPUX | HLMIX | FEPUX / HLMIX | |
| Total Expense Ratio | 0.52 | 0.83 | 63% |
| Annual Report Gross Expense Ratio | 0.52 | 0.83 | 63% |
| Fund Existence | 5 years | 31 years | - |
| Gain YTD | 19.776 | 22.236 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 12.8B | 1,070% |
| Annual Yield % from dividends | 0.89 | 1.73 | 52% |
| Returns for 1 year | 11.44 | 10.42 | 110% |
| Returns for 3 years | 43.03 | 40.06 | 107% |
| Returns for 5 years | N/A | 27.67 | - |
| Returns for 10 years | N/A | 104.49 | - |
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