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HLMVX vs RNPFX
HLMVX vs RNPFX Comparison
Open Charts HLMVX vs RNPFX
Harding Loevner Global Equity Inst
Price$32.36
Change-$1.08 (-3.23%)
VolumeN/A
Net Assets522.07M
American Funds New Perspective R5
Price$59.13
Change-$2.45 (-3.98%)
VolumeN/A
Net Assets139.04B
HLMVX vs RNPFX Comparison Chart
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HLMVX vs. RNPFX commentary
Apr 04, 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 HLMVX is a Hold and RNPFX is a Hold.
FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 139B vs. HLMVX (522M). RNPFX pays higher dividends than HLMVX: RNPFX (0.84) vs HLMVX (0.34). HLMVX was incepted earlier than RNPFX: HLMVX (15 years) vs RNPFX (23 years). HLMVX (0.86) is less costly to investors than RNPFX (0.46). HLMVX is a more actively managed with annual turnover of: 27.00 vs. RNPFX (24.00). RNPFX has a lower initial minimum investment than HLMVX: RNPFX (250) vs HLMVX (100000). RNPFX annual gain was more profitable for investors over the last year : 2.65 vs. HLMVX (-18.60). RNPFX return over 5 years is better than : 70.60 vs. HLMVX (11.21).
| HLMVX | RNPFX | HLMVX / RNPFX | |
| Total Expense Ratio | 0.86 | 0.46 | 187% |
| Annual Report Gross Expense Ratio | 0.86 | 0.46 | 187% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | -1.534 | -0.741 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 522M | 139B | 0% |
| Annual Yield % from dividends | 0.34 | 0.84 | 40% |
| Returns for 1 year | -18.60 | 2.65 | -701% |
| Returns for 3 years | -16.37 | 3.11 | -526% |
| Returns for 5 years | 11.21 | 70.60 | 16% |
| Returns for 10 years | 6.03 | 64.56 | 9% |