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FNPFX vs HLMVX
FNPFX vs HLMVX Comparison
Open Charts FNPFX vs HLMVX
American Funds New Perspective F3
Price$64.73
Change-$0.93 (-1.42%)
VolumeN/A
CapitalizationN/A
Harding Loevner Global Equity Inst
Price$43.52
Change-$0.89 (-2.00%)
VolumeN/A
CapitalizationN/A
FNPFX vs HLMVX Comparison Chart
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FNPFX vs. HLMVX commentary
Nov 18, 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 FNPFX is a StrongSell and HLMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 142B vs. HLMVX (640M). FNPFX pays higher dividends than HLMVX: FNPFX (1.11) vs HLMVX (0.29). FNPFX was incepted earlier than HLMVX: FNPFX (8 years) vs HLMVX (15 years). HLMVX is a more actively managed with annual turnover of: 28.00 vs. FNPFX (17.00). HLMVX has a lower initial minimum investment than FNPFX: HLMVX (100000) vs FNPFX (1000000). HLMVX (19.48) and FNPFX (18.53) have marching annual gain over last year. FNPFX return over 5 years is better than : 40.52 vs. HLMVX (21.77).
| FNPFX | HLMVX | FNPFX / HLMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 15 years | - |
| Gain YTD | 15.796 | 11.877 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 640M | 22,188% |
| Annual Yield % from dividends | 1.11 | 0.29 | 379% |
| Returns for 1 year | 18.53 | 19.48 | 95% |
| Returns for 3 years | -9.40 | -21.11 | 45% |
| Returns for 5 years | 40.52 | 21.77 | 186% |
| Returns for 10 years | N/A | 34.93 | - |