AEPGX
Price
$63.93
Change
-$1.59 (-2.43%)
Updated
Feb 3 closing price
Net Assets
134.63B
HLIZX
Price
$29.22
Change
-$1.45 (-4.73%)
Updated
Feb 3 closing price
Net Assets
12.6B
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AEPGX vs HLIZX

Header iconAEPGX vs HLIZX Comparison
Open Charts AEPGX vs HLIZXBanner chart's image
American Funds EUPAC A
Price$63.93
Change-$1.59 (-2.43%)
VolumeN/A
Net Assets134.63B
Harding Loevner International Eq Instl Z
Price$29.22
Change-$1.45 (-4.73%)
VolumeN/A
Net Assets12.6B
AEPGX vs HLIZX Comparison Chart in %
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AEPGX 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 AEPGX is a Buy and HLIZX is a Buy.

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FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 135B vs. HLIZX (12.6B). AEPGX pays higher dividends than HLIZX: AEPGX (2.60) vs HLIZX (1.76). AEPGX was incepted earlier than HLIZX: AEPGX (42 years) vs HLIZX (9 years). AEPGX (0.83) is less costly to investors than HLIZX (0.73). AEPGX is a more actively managed with annual turnover of: 35.00 vs. HLIZX (25.00). AEPGX has a lower initial minimum investment than HLIZX: AEPGX (250) vs HLIZX (10000000). HLIZX annual gain was more profitable for investors over the last year : 20.17 vs. AEPGX (18.38). HLIZX return over 5 years is better than : 9.14 vs. AEPGX (-4.02).
AEPGXHLIZXAEPGX / HLIZX
Total Expense Ratio0.830.73114%
Annual Report Gross Expense Ratio0.830.73114%
Fund Existence42 years9 years-
Gain YTD5.6527.92571%
Front Load6%N/A-
Min. Initial Investment250100000000%
Min. Initial Investment IRAN/AN/A-
Net Assets135B12.6B1,071%
Annual Yield % from dividends2.601.76148%
Returns for 1 year18.3820.1791%
Returns for 3 years25.6522.07116%
Returns for 5 years-4.029.14-44%
Returns for 10 years66.93N/A-
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