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AEPFX vs HLIZX
AEPFX vs HLIZX Comparison
Open Charts AEPFX vs HLIZX
American Funds EUPAC F2
Price$63.77
Change-$1.68 (-2.57%)
VolumeN/A
Net Assets134.63B
Harding Loevner International Eq Instl Z
Price$29.22
Change-$1.45 (-4.73%)
VolumeN/A
Net Assets12.6B
AEPFX vs HLIZX Comparison Chart in %
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AEPFX vs. HLIZX 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 AEPFX is a Buy and HLIZX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 135B vs. HLIZX (12.6B). AEPFX pays higher dividends than HLIZX: AEPFX (2.77) vs HLIZX (1.76). AEPFX was incepted earlier than HLIZX: AEPFX (18 years) vs HLIZX (9 years). HLIZX (0.73) is less costly to investors than AEPFX (0.58). AEPFX is a more actively managed with annual turnover of: 35.00 vs. HLIZX (25.00). AEPFX has a lower initial minimum investment than HLIZX: AEPFX (250) vs HLIZX (10000000). HLIZX annual gain was more profitable for investors over the last year : 20.17 vs. AEPFX (18.64). HLIZX return over 5 years is better than : 9.14 vs. AEPFX (-1.75).
| AEPFX | HLIZX | AEPFX / HLIZX | |
| Total Expense Ratio | 0.58 | 0.73 | 79% |
| Annual Report Gross Expense Ratio | 0.58 | 0.73 | 79% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 5.667 | 7.925 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 12.6B | 1,071% |
| Annual Yield % from dividends | 2.77 | 1.76 | 157% |
| Returns for 1 year | 18.64 | 20.17 | 92% |
| Returns for 3 years | 26.58 | 22.07 | 120% |
| Returns for 5 years | -1.75 | 9.14 | -19% |
| Returns for 10 years | 76.37 | N/A | - |
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| AUDUSD | 0.70 | N/A | N/A |
| Australian Dollar - United States Dollar | |||
| USDGBP | 0.73 | N/A | N/A |
| United States Dollar - United Kingdom Pound | |||
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| United Kingdom Pound - China Yuan | |||
| JPYGBP | 0.00 | N/A | N/A |
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