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ANWPX vs HLMGX
ANWPX vs HLMGX Comparison
Open Charts ANWPX vs HLMGX
American Funds New Perspective A
Price$58.56
Change+$0.31 (+0.53%)
VolumeN/A
Net Assets131.19B
Harding Loevner Global Equity Advisor
Price$31.71
Change-$0.07 (-0.22%)
VolumeN/A
Net Assets500.87M
ANWPX vs HLMGX Comparison Chart
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ANWPX vs. HLMGX commentary
Apr 18, 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 ANWPX is a Buy and HLMGX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 131B vs. HLMGX (501M). ANWPX pays higher dividends than HLMGX: ANWPX (0.58) vs HLMGX (0.16). ANWPX was incepted earlier than HLMGX: ANWPX (52 years) vs HLMGX (28 years). HLMGX (1.08) is less costly to investors than ANWPX (0.73). HLMGX is a more actively managed with annual turnover of: 27.00 vs. ANWPX (24.00). ANWPX has a lower initial minimum investment than HLMGX: ANWPX (250) vs HLMGX (5000). ANWPX annual gain was more profitable for investors over the last year : 1.15 vs. HLMGX (-19.73). ANWPX return over 5 years is better than : 40.31 vs. HLMGX (-6.74).
| ANWPX | HLMGX | ANWPX / HLMGX | |
| Total Expense Ratio | 0.73 | 1.08 | 68% |
| Annual Report Gross Expense Ratio | 0.73 | 1.08 | 68% |
| Fund Existence | 52 years | 28 years | - |
| Gain YTD | -5.716 | -5.585 | 102% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 501M | 26,148% |
| Annual Yield % from dividends | 0.58 | 0.16 | 369% |
| Returns for 1 year | 1.15 | -19.73 | -6% |
| Returns for 3 years | 4.04 | -15.92 | -25% |
| Returns for 5 years | 40.31 | -6.74 | -598% |
| Returns for 10 years | 54.05 | -2.09 | -2,586% |
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