AEPCX
Price
$62.33
Change
-$0.26 (-0.42%)
Updated
Oct 17 closing price
Net Assets
137.06B
HLMIX
Price
$30.45
Change
+$0.07 (+0.23%)
Updated
Oct 17 closing price
Net Assets
12.74B
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AEPCX vs HLMIX

Header iconAEPCX vs HLMIX Comparison
Open Charts AEPCX vs HLMIXBanner chart's image
American Funds EUPAC C
Price$62.33
Change-$0.26 (-0.42%)
VolumeN/A
Net Assets137.06B
Harding Loevner International Eq Instl
Price$30.45
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets12.74B
AEPCX vs HLMIX Comparison Chart in %
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AEPCX 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 AEPCX is a Buy and HLMIX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. HLMIX (12.7B). HLMIX pays higher dividends than AEPCX: HLMIX (1.66) vs AEPCX (0.16). AEPCX was incepted earlier than HLMIX: AEPCX (25 years) vs HLMIX (31 years). AEPCX (1.57) is less costly to investors than HLMIX (0.83). AEPCX is a more actively managed with annual turnover of: 35.00 vs. HLMIX (22.00). AEPCX has a lower initial minimum investment than HLMIX: AEPCX (250) vs HLMIX (100000). HLMIX annual gain was more profitable for investors over the last year : 11.02 vs. AEPCX (10.02). HLMIX return over 5 years is better than : 28.22 vs. AEPCX (9.92).
AEPCXHLMIXAEPCX / HLMIX
Total Expense Ratio1.570.83189%
Annual Report Gross Expense Ratio1.570.83189%
Fund Existence25 years31 years-
Gain YTD20.63124.23585%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets137B12.7B1,079%
Annual Yield % from dividends0.161.669%
Returns for 1 year10.0211.0291%
Returns for 3 years45.8548.3595%
Returns for 5 years9.9228.2235%
Returns for 10 years36.7697.4538%
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