VESGX vs. HLMIX
Compare and contrast key facts about Vanguard Global ESG Select Stock Fund Admiral Shares (VESGX) and Harding Loevner International Equity Portfolio (HLMIX).
VESGX is managed by Vanguard. It was launched on Jun 5, 2019. HLMIX is managed by Harding Loevner. It was launched on May 10, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VESGX or HLMIX.
Correlation
The correlation between VESGX and HLMIX is -0.32. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
VESGX vs. HLMIX - Performance Comparison
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Key characteristics
VESGX:
6.11%
HLMIX:
16.44%
VESGX:
-0.55%
HLMIX:
-65.37%
VESGX:
-0.18%
HLMIX:
-7.74%
Returns By Period
VESGX
N/A
N/A
N/A
N/A
N/A
N/A
HLMIX
9.83%
8.24%
-0.14%
2.78%
7.87%
4.88%
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VESGX vs. HLMIX - Expense Ratio Comparison
VESGX has a 0.46% expense ratio, which is lower than HLMIX's 0.79% expense ratio.
Risk-Adjusted Performance
VESGX vs. HLMIX — Risk-Adjusted Performance Rank
VESGX
HLMIX
VESGX vs. HLMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Global ESG Select Stock Fund Admiral Shares (VESGX) and Harding Loevner International Equity Portfolio (HLMIX). 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.
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Dividends
VESGX vs. HLMIX - Dividend Comparison
VESGX's dividend yield for the trailing twelve months is around 1.73%, less than HLMIX's 1.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VESGX Vanguard Global ESG Select Stock Fund Admiral Shares | 1.73% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
HLMIX Harding Loevner International Equity Portfolio | 1.93% | 2.12% | 1.99% | 2.51% | 1.41% | 0.75% | 1.59% | 1.50% | 0.87% | 0.98% | 1.02% | 1.03% |
Drawdowns
VESGX vs. HLMIX - Drawdown Comparison
The maximum VESGX drawdown since its inception was -0.55%, smaller than the maximum HLMIX drawdown of -65.37%. Use the drawdown chart below to compare losses from any high point for VESGX and HLMIX. For additional features, visit the drawdowns tool.
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Volatility
VESGX vs. HLMIX - Volatility Comparison
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