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ANWPX vs HLMGX
ANWPX vs HLMGX Comparison
Open Charts ANWPX vs HLMGX
American Funds New Perspective A
Price$65.62
Change+$0.27 (+0.41%)
VolumeN/A
CapitalizationN/A
Harding Loevner Global Equity Advisor
Price$43.88
Change+$0.15 (+0.34%)
VolumeN/A
CapitalizationN/A
ANWPX vs HLMGX Comparison Chart
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ANWPX vs. HLMGX commentary
Nov 25, 2024
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 StrongBuy and HLMGX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 144B vs. HLMGX (643M). 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). HLMGX (19.09) and ANWPX (18.53) have marching annual gain over last year. ANWPX return over 5 years is better than : 41.89 vs. HLMGX (21.79).
| 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 | 17.388 | 13.326 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 643M | 22,395% |
| Annual Yield % from dividends | 0.83 | 0.06 | 1,428% |
| Returns for 1 year | 18.53 | 19.09 | 97% |
| Returns for 3 years | -6.70 | -18.19 | 37% |
| Returns for 5 years | 41.89 | 21.79 | 192% |
| Returns for 10 years | 69.61 | 33.29 | 209% |
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