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ANWPX vs HLMGX
ANWPX vs HLMGX Comparison
Open Charts ANWPX vs HLMGX
American Funds New Perspective A
Price$64.20
Change+$0.70 (+1.10%)
VolumeN/A
Net Assets145.66B
Harding Loevner Global Equity Advisor
Price$34.33
Change+$0.27 (+0.79%)
VolumeN/A
Net Assets555.93M
ANWPX vs HLMGX Comparison Chart
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ANWPX vs. HLMGX commentary
Mar 03, 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: 146B vs. HLMGX (556M). ANWPX pays higher dividends than HLMGX: ANWPX (0.83) vs HLMGX (0.06). ANWPX was incepted earlier than HLMGX: ANWPX (52 years) vs HLMGX (28 years). HLMGX is a more actively managed with annual turnover of: 28.00 vs. ANWPX (17.00). 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 : 9.42 vs. HLMGX (-16.14). ANWPX return over 5 years is better than : 47.57 vs. HLMGX (-2.29).
| ANWPX | HLMGX | ANWPX / HLMGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 52 years | 28 years | - |
| Gain YTD | 3.365 | 1.990 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 146B | 556M | 26,259% |
| Annual Yield % from dividends | 0.83 | 0.06 | 1,428% |
| Returns for 1 year | 9.42 | -16.14 | -58% |
| Returns for 3 years | 14.30 | -11.38 | -126% |
| Returns for 5 years | 47.57 | -2.29 | -2,078% |
| Returns for 10 years | 71.10 | 6.41 | 1,108% |
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