Interact to see
Advertisement
Advertisement
AEGFX vs HLMIX
AEGFX vs HLMIX Comparison
Open Charts AEGFX vs HLMIX
American Funds EUPAC F1
Price$64.92
Change-$0.27 (-0.41%)
VolumeN/A
Net Assets137.72B
Harding Loevner International Eq Instl
Price$30.45
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets12.74B
AEGFX vs HLMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEGFX vs. HLMIX commentary
Oct 19, 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 AEGFX is a Buy and HLMIX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 138B vs. HLMIX (12.7B). HLMIX pays higher dividends than AEGFX: HLMIX (1.66) vs AEGFX (0.63). AEGFX was incepted earlier than HLMIX: AEGFX (25 years) vs HLMIX (31 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 (22.00). AEGFX has a lower initial minimum investment than HLMIX: AEGFX (250) vs HLMIX (100000). AEGFX (11.04) and HLMIX (11.02) have marching annual gain over last year. HLMIX return over 5 years is better than : 28.22 vs. AEGFX (13.82).
| 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 | 31 years | - |
| Gain YTD | 21.437 | 24.235 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 12.7B | 1,087% |
| Annual Yield % from dividends | 0.63 | 1.66 | 38% |
| Returns for 1 year | 11.04 | 11.02 | 100% |
| Returns for 3 years | 48.71 | 48.35 | 101% |
| Returns for 5 years | 13.82 | 28.22 | 49% |
| Returns for 10 years | 42.45 | 97.45 | 44% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement