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HLMVX vs RPEBX
HLMVX vs RPEBX Comparison
Open Charts HLMVX vs RPEBX
Harding Loevner Global Equity Inst
Price$44.16
Change-$0.28 (-0.63%)
VolumeN/A
CapitalizationN/A
American Funds New Perspective R2E
Price$62.99
Change-$0.38 (-0.60%)
VolumeN/A
CapitalizationN/A
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HLMVX vs RPEBX Comparison Chart
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HLMVX vs. RPEBX 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 HLMVX is a Buy and RPEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 145B vs. HLMVX (772M). RPEBX pays higher dividends than HLMVX: RPEBX (0.46) vs HLMVX (0.29). HLMVX was incepted earlier than RPEBX: HLMVX (15 years) vs RPEBX (10 years). HLMVX is a more actively managed with annual turnover of: 28.00 vs. RPEBX (17.00). RPEBX has a lower initial minimum investment than HLMVX: RPEBX (250) vs HLMVX (100000). HLMVX annual gain was more profitable for investors over the last year : 27.85 vs. RPEBX (22.17). RPEBX return over 5 years is better than : 43.36 vs. HLMVX (28.18).
| HLMVX | RPEBX | HLMVX / RPEBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 13.522 | 15.727 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 772M | 145B | 1% |
| Annual Yield % from dividends | 0.29 | 0.46 | 64% |
| Returns for 1 year | 27.85 | 22.17 | 126% |
| Returns for 3 years | -15.49 | -5.24 | 296% |
| Returns for 5 years | 28.18 | 43.36 | 65% |
| Returns for 10 years | 40.09 | 66.03 | 61% |
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