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ANWPX vs HLMGX
ANWPX vs HLMGX Comparison
Open Charts ANWPX vs HLMGX
American Funds New Perspective A
Price$63.53
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets142.07B
Harding Loevner Global Equity Advisor
Price$33.98
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets536.14M
ANWPX vs HLMGX Comparison Chart
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ANWPX vs. HLMGX commentary
May 11, 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 Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 142B vs. HLMGX (536M). ANWPX pays higher dividends than HLMGX: ANWPX (0.56) vs HLMGX (0.15). 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 : 5.39 vs. HLMGX (-17.46). ANWPX return over 5 years is better than : 47.09 vs. HLMGX (-5.01).
| 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 | 2.286 | 0.951 | 240% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 536M | 26,493% |
| Annual Yield % from dividends | 0.56 | 0.15 | 365% |
| Returns for 1 year | 5.39 | -17.46 | -31% |
| Returns for 3 years | 27.74 | 5.33 | 520% |
| Returns for 5 years | 47.09 | -5.01 | -940% |
| Returns for 10 years | 65.41 | 4.08 | 1,602% |