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FNPFX vs HLMVX
FNPFX vs HLMVX Comparison
Open Charts FNPFX vs HLMVX
American Funds New Perspective F3
Price$65.05
Change-$0.40 (-0.61%)
VolumeN/A
CapitalizationN/A
Harding Loevner Global Equity Inst
Price$44.16
Change-$0.28 (-0.63%)
VolumeN/A
CapitalizationN/A
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FNPFX vs HLMVX Comparison Chart
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FNPFX vs. HLMVX commentary
Sep 21, 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 StrongBuy and HLMVX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 145B vs. HLMVX (772M). 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 annual gain was more profitable for investors over the last year : 27.85 vs. FNPFX (23.29). FNPFX return over 5 years is better than : 47.04 vs. HLMVX (28.18).
| 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 | 16.369 | 13.522 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 772M | 18,782% |
| Annual Yield % from dividends | 1.11 | 0.29 | 379% |
| Returns for 1 year | 23.29 | 27.85 | 84% |
| Returns for 3 years | -3.42 | -15.49 | 22% |
| Returns for 5 years | 47.04 | 28.18 | 167% |
| Returns for 10 years | N/A | 40.09 | - |