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AEGFX vs HLMIX
AEGFX vs HLMIX Comparison
Open Charts AEGFX vs HLMIX
American Funds EUPAC F1
Price$63.18
Change-$0.38 (-0.60%)
VolumeN/A
Net Assets134.63B
Harding Loevner International Eq Instl
Price$29.18
Change-$0.07 (-0.24%)
VolumeN/A
Net Assets12.58B
AEGFX vs HLMIX Comparison Chart in %
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AEGFX vs. HLMIX commentary
Feb 05, 2026
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 AEGFX is a Buy and HLMIX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 135B vs. HLMIX (12.6B). AEGFX pays higher dividends than HLMIX: AEGFX (2.59) vs HLMIX (1.66). AEGFX was incepted earlier than HLMIX: AEGFX (25 years) vs HLMIX (32 years). AEGFX (0.86) and HLMIX (0.83) have similar cost to investors . AEGFX is a more actively managed with annual turnover of: 35.00 vs. HLMIX (25.00). AEGFX has a lower initial minimum investment than HLMIX: AEGFX (250) vs HLMIX (100000). HLMIX annual gain was more profitable for investors over the last year : 20.03 vs. AEGFX (16.14). HLMIX return over 5 years is better than : 8.71 vs. AEGFX (-5.61).
| AEGFX | HLMIX | AEGFX / HLMIX | |
| Total Expense Ratio | 0.86 | 0.83 | 104% |
| Annual Report Gross Expense Ratio | 0.86 | 0.83 | 104% |
| Fund Existence | 25 years | 32 years | - |
| Gain YTD | 5.020 | 7.879 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 12.6B | 1,071% |
| Annual Yield % from dividends | 2.59 | 1.66 | 156% |
| Returns for 1 year | 16.14 | 20.03 | 81% |
| Returns for 3 years | 24.72 | 21.68 | 114% |
| Returns for 5 years | -5.61 | 8.71 | -64% |
| Returns for 10 years | 65.54 | 110.31 | 59% |
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