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AEGFX vs HLMIX
AEGFX vs HLMIX Comparison
Open Charts AEGFX vs HLMIX
American Funds EUPAC F1
Price$66.69
Change+$0.50 (+0.76%)
VolumeN/A
Net Assets138.09B
Harding Loevner International Eq Instl
Price$30.93
Change+$0.15 (+0.49%)
VolumeN/A
Net Assets12.82B
AEGFX vs HLMIX Comparison Chart in %
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AEGFX vs. HLMIX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 138B vs. HLMIX (12.8B). HLMIX pays higher dividends than AEGFX: HLMIX (1.64) vs AEGFX (0.62). 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 (22.00). AEGFX has a lower initial minimum investment than HLMIX: AEGFX (250) vs HLMIX (100000). AEGFX (17.19) and HLMIX (17.17) have marching annual gain over last year. HLMIX return over 5 years is better than : 24.29 vs. AEGFX (10.40).
| 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 | 24.747 | 26.193 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 12.8B | 1,078% |
| Annual Yield % from dividends | 0.62 | 1.64 | 38% |
| Returns for 1 year | 17.19 | 17.17 | 100% |
| Returns for 3 years | 36.98 | 33.45 | 111% |
| Returns for 5 years | 10.40 | 24.29 | 43% |
| Returns for 10 years | 48.73 | 100.21 | 49% |
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