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HLGZX vs RPEBX
HLGZX vs RPEBX Comparison
Open Charts HLGZX vs RPEBX
Harding Loevner Global Equity Instl Z
Price$34.27
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets535.82M
American Funds New Perspective R2E
Price$61.53
Change+$0.13 (+0.21%)
VolumeN/A
Net Assets141.81B
HLGZX vs RPEBX Comparison Chart
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HLGZX vs. RPEBX commentary
May 09, 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 HLGZX is a Buy and RPEBX is a Buy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 142B vs. HLGZX (536M). HLGZX pays higher dividends than RPEBX: HLGZX (0.49) vs RPEBX (0.14). HLGZX was incepted earlier than RPEBX: HLGZX (8 years) vs RPEBX (11 years). RPEBX (1.21) is less costly to investors than HLGZX (0.77). HLGZX is a more actively managed with annual turnover of: 27.00 vs. RPEBX (24.00). RPEBX has a lower initial minimum investment than HLGZX: RPEBX (250) vs HLGZX (10000000). RPEBX annual gain was more profitable for investors over the last year : 5.09 vs. HLGZX (-16.68). RPEBX return over 5 years is better than : 43.41 vs. HLGZX (-3.40).
| HLGZX | RPEBX | HLGZX / RPEBX | |
| Total Expense Ratio | 0.76 | 1.21 | 63% |
| Annual Report Gross Expense Ratio | 0.77 | 1.21 | 64% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 1.062 | 1.921 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 250 | 4,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 536M | 142B | 0% |
| Annual Yield % from dividends | 0.49 | 0.14 | 357% |
| Returns for 1 year | -16.68 | 5.09 | -328% |
| Returns for 3 years | 7.30 | 26.87 | 27% |
| Returns for 5 years | -3.40 | 43.41 | -8% |
| Returns for 10 years | N/A | 58.18 | - |
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