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ANWPX vs HLMVX
ANWPX vs HLMVX Comparison
Open Charts ANWPX vs HLMVX
American Funds New Perspective A
Price$67.65
Change+$0.41 (+0.61%)
VolumeN/A
Net Assets150.13B
Harding Loevner Global Equity Inst
Price$35.96
Change+$0.29 (+0.81%)
VolumeN/A
Net Assets557.36M
ANWPX vs HLMVX Comparison Chart
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ANWPX vs. HLMVX commentary
Jun 07, 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 HLMVX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 150B vs. HLMVX (557M). ANWPX pays higher dividends than HLMVX: ANWPX (0.53) vs HLMVX (0.32). ANWPX was incepted earlier than HLMVX: ANWPX (52 years) vs HLMVX (16 years). HLMVX (0.87) is less costly to investors than ANWPX (0.73). HLMVX is a more actively managed with annual turnover of: 27.00 vs. ANWPX (24.00). ANWPX has a lower initial minimum investment than HLMVX: ANWPX (250) vs HLMVX (100000). ANWPX annual gain was more profitable for investors over the last year : 9.34 vs. HLMVX (-15.19). ANWPX return over 5 years is better than : 44.14 vs. HLMVX (-9.07).
| ANWPX | HLMVX | ANWPX / HLMVX | |
| Total Expense Ratio | 0.73 | 0.86 | 85% |
| Annual Report Gross Expense Ratio | 0.73 | 0.87 | 84% |
| Fund Existence | 52 years | 16 years | - |
| Gain YTD | 8.920 | 5.252 | 170% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150B | 557M | 26,930% |
| Annual Yield % from dividends | 0.53 | 0.32 | 165% |
| Returns for 1 year | 9.34 | -15.19 | -61% |
| Returns for 3 years | 28.95 | 3.55 | 815% |
| Returns for 5 years | 44.14 | -9.07 | -487% |
| Returns for 10 years | 78.75 | 12.60 | 625% |
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