HLMIX vs. FEUPX
Compare and contrast key facts about Harding Loevner International Equity Portfolio (HLMIX) and American Funds EuroPacific Growth Fund Class F-3 (FEUPX).
HLMIX is managed by Harding Loevner. It was launched on May 10, 1994. FEUPX is managed by American Funds. It was launched on Apr 16, 1984.
Performance
HLMIX vs. FEUPX - Performance Comparison
Loading graphics...
HLMIX vs. FEUPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HLMIX Harding Loevner International Equity Portfolio | 2.76% | 27.63% | 1.18% | 15.10% | -20.21% | 8.49% | 20.33% | 25.22% | -13.96% | 23.73% |
FEUPX American Funds EuroPacific Growth Fund Class F-3 | -2.85% | 29.34% | 3.00% | 16.12% | -22.78% | 2.86% | 25.24% | 27.42% | -17.33% | 22.64% |
Returns By Period
In the year-to-date period, HLMIX achieves a 2.76% return, which is significantly higher than FEUPX's -2.85% return.
HLMIX
- 1D
- 2.65%
- 1M
- -6.56%
- YTD
- 2.76%
- 6M
- 6.09%
- 1Y
- 23.54%
- 3Y*
- 12.33%
- 5Y*
- 5.30%
- 10Y*
- 8.92%
FEUPX
- 1D
- 2.74%
- 1M
- -8.18%
- YTD
- -2.85%
- 6M
- 0.94%
- 1Y
- 21.56%
- 3Y*
- 11.00%
- 5Y*
- 3.33%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HLMIX vs. FEUPX - Expense Ratio Comparison
HLMIX has a 0.79% expense ratio, which is higher than FEUPX's 0.46% expense ratio.
Return for Risk
HLMIX vs. FEUPX — Risk / Return Rank
HLMIX
FEUPX
HLMIX vs. FEUPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harding Loevner International Equity Portfolio (HLMIX) and American Funds EuroPacific Growth Fund Class F-3 (FEUPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| HLMIX | FEUPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.55 | 1.38 | +0.17 |
Sortino ratioReturn per unit of downside risk | 2.11 | 1.87 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.27 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.19 | 1.68 | +0.51 |
Martin ratioReturn relative to average drawdown | 8.41 | 6.37 | +2.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| HLMIX | FEUPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.55 | 1.38 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.20 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.44 | -0.08 |
Correlation
The correlation between HLMIX and FEUPX is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
HLMIX vs. FEUPX - Dividend Comparison
HLMIX's dividend yield for the trailing twelve months is around 14.54%, more than FEUPX's 14.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HLMIX Harding Loevner International Equity Portfolio | 14.54% | 14.94% | 7.14% | 3.79% | 2.51% | 2.48% | 0.75% | 1.59% | 1.50% | 1.64% | 0.98% | 1.02% |
FEUPX American Funds EuroPacific Growth Fund Class F-3 | 14.34% | 13.94% | 4.96% | 3.94% | 2.02% | 10.18% | 0.40% | 3.14% | 3.17% | 3.28% | 0.00% | 0.00% |
Drawdowns
HLMIX vs. FEUPX - Drawdown Comparison
The maximum HLMIX drawdown since its inception was -58.03%, which is greater than FEUPX's maximum drawdown of -37.31%. Use the drawdown chart below to compare losses from any high point for HLMIX and FEUPX.
Loading graphics...
Drawdown Indicators
| HLMIX | FEUPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.03% | -37.31% | -20.72% |
Max Drawdown (1Y)Largest decline over 1 year | -10.50% | -12.52% | +2.02% |
Max Drawdown (5Y)Largest decline over 5 years | -32.76% | -37.31% | +4.55% |
Max Drawdown (10Y)Largest decline over 10 years | -32.76% | — | — |
Current DrawdownCurrent decline from peak | -8.07% | -10.13% | +2.06% |
Average DrawdownAverage peak-to-trough decline | -12.76% | -10.82% | -1.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.75% | 3.30% | -0.55% |
Volatility
HLMIX vs. FEUPX - Volatility Comparison
Harding Loevner International Equity Portfolio (HLMIX) and American Funds EuroPacific Growth Fund Class F-3 (FEUPX) have volatilities of 7.06% and 7.25%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| HLMIX | FEUPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.06% | 7.25% | -0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 10.74% | 11.54% | -0.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.58% | 16.40% | -0.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.74% | 16.48% | -0.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.40% | 17.01% | -0.61% |