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HLMIX vs RERFX
HLMIX vs RERFX Comparison
Open Charts HLMIX vs RERFX
Harding Loevner International Eq Instl
Price$26.92
Change-$0.12 (-0.44%)
VolumeN/A
Net Assets12.3B
American Funds Europacific Growth R5
Price$57.58
Change+$0.07 (+0.12%)
VolumeN/A
Net Assets128.01B
HLMIX vs RERFX Comparison Chart
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HLMIX vs. RERFX commentary
May 09, 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 HLMIX is a Hold and RERFX is a Buy.
FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 128B vs. HLMIX (12.3B). HLMIX pays higher dividends than RERFX: HLMIX (1.86) vs RERFX (1.39). HLMIX was incepted earlier than RERFX: HLMIX (31 years) vs RERFX (23 years). HLMIX (0.83) is less costly to investors than RERFX (0.52). RERFX is a more actively managed with annual turnover of: 30.00 vs. HLMIX (22.00). RERFX has a lower initial minimum investment than HLMIX: RERFX (250) vs HLMIX (100000). HLMIX annual gain was more profitable for investors over the last year : 4.41 vs. RERFX (-0.39). HLMIX return over 5 years is better than : 41.05 vs. RERFX (27.45).
| HLMIX | RERFX | HLMIX / RERFX | |
| Total Expense Ratio | 0.83 | 0.52 | 160% |
| Annual Report Gross Expense Ratio | 0.83 | 0.52 | 160% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 10.322 | 7.305 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 128B | 10% |
| Annual Yield % from dividends | 1.86 | 1.39 | 134% |
| Returns for 1 year | 4.41 | -0.39 | -1,118% |
| Returns for 3 years | 22.34 | 21.59 | 103% |
| Returns for 5 years | 41.05 | 27.45 | 150% |
| Returns for 10 years | 59.40 | 18.46 | 322% |