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ANWPX vs HLMVX
ANWPX vs HLMVX Comparison
Open Charts ANWPX vs HLMVX
American Funds New Perspective A
Price$59.16
Change-$2.45 (-3.98%)
VolumeN/A
Net Assets139.04B
Harding Loevner Global Equity Inst
Price$32.36
Change-$1.08 (-3.23%)
VolumeN/A
Net Assets522.07M
ANWPX vs HLMVX Comparison Chart
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ANWPX vs. HLMVX commentary
Apr 04, 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 Hold and HLMVX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 139B vs. HLMVX (522M). ANWPX pays higher dividends than HLMVX: ANWPX (0.58) vs HLMVX (0.34). ANWPX was incepted earlier than HLMVX: ANWPX (52 years) vs HLMVX (15 years). HLMVX (0.86) 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 : 2.39 vs. HLMVX (-18.60). ANWPX return over 5 years is better than : 69.24 vs. HLMVX (11.21).
| ANWPX | HLMVX | ANWPX / HLMVX | |
| Total Expense Ratio | 0.73 | 0.86 | 85% |
| Annual Report Gross Expense Ratio | 0.73 | 0.86 | 85% |
| Fund Existence | 52 years | 15 years | - |
| Gain YTD | -0.805 | -1.534 | 52% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 522M | 26,628% |
| Annual Yield % from dividends | 0.58 | 0.34 | 172% |
| Returns for 1 year | 2.39 | -18.60 | -13% |
| Returns for 3 years | 2.60 | -16.37 | -16% |
| Returns for 5 years | 69.24 | 11.21 | 618% |
| Returns for 10 years | 63.30 | 6.03 | 1,050% |
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