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FNPFX vs HLMVX
FNPFX vs HLMVX Comparison
Open Charts FNPFX vs HLMVX
American Funds New Perspective F3
Price$66.04
Change-$2.09 (-3.07%)
VolumeN/A
CapitalizationN/A
Harding Loevner Global Equity Inst
Price$44.49
Change-$1.27 (-2.78%)
VolumeN/A
CapitalizationN/A
FNPFX vs HLMVX Comparison Chart
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FNPFX vs. HLMVX commentary
Dec 19, 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 Buy and HLMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 149B vs. HLMVX (620M). 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). FNPFX annual gain was more profitable for investors over the last year : 23.54 vs. HLMVX (18.52). FNPFX return over 5 years is better than : 42.43 vs. HLMVX (22.02).
| 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 | 21.878 | 17.635 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 620M | 24,032% |
| Annual Yield % from dividends | 1.11 | 0.29 | 379% |
| Returns for 1 year | 23.54 | 18.52 | 127% |
| Returns for 3 years | 8.06 | 3.16 | 256% |
| Returns for 5 years | 42.43 | 22.02 | 193% |
| Returns for 10 years | N/A | 48.92 | - |