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HLMGX vs RNPFX
HLMGX vs RNPFX Comparison
Open Charts HLMGX vs RNPFX
Harding Loevner Global Equity Advisor
Price$31.71
Change-$0.07 (-0.22%)
VolumeN/A
Net Assets500.87M
American Funds New Perspective R5
Price$58.53
Change+$0.30 (+0.52%)
VolumeN/A
Net Assets131.19B
HLMGX vs RNPFX Comparison Chart
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HLMGX vs. RNPFX commentary
Apr 18, 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 HLMGX is a Hold and RNPFX is a Buy.
FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 131B vs. HLMGX (501M). RNPFX pays higher dividends than HLMGX: RNPFX (0.84) vs HLMGX (0.16). HLMGX was incepted earlier than RNPFX: HLMGX (28 years) vs RNPFX (23 years). HLMGX (1.08) is less costly to investors than RNPFX (0.46). HLMGX is a more actively managed with annual turnover of: 27.00 vs. RNPFX (24.00). RNPFX has a lower initial minimum investment than HLMGX: RNPFX (250) vs HLMGX (5000). RNPFX annual gain was more profitable for investors over the last year : 1.39 vs. HLMGX (-19.73). RNPFX return over 5 years is better than : 41.42 vs. HLMGX (-6.74).
| HLMGX | RNPFX | HLMGX / RNPFX | |
| Total Expense Ratio | 1.08 | 0.46 | 235% |
| Annual Report Gross Expense Ratio | 1.08 | 0.46 | 235% |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | -5.585 | -5.658 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 501M | 131B | 0% |
| Annual Yield % from dividends | 0.16 | 0.84 | 19% |
| Returns for 1 year | -19.73 | 1.39 | -1,417% |
| Returns for 3 years | -15.92 | 4.56 | -349% |
| Returns for 5 years | -6.74 | 41.42 | -16% |
| Returns for 10 years | -2.09 | 55.24 | -4% |
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