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HLMVX vs RPEBX
HLMVX vs RPEBX Comparison
Open Charts HLMVX vs RPEBX
Harding Loevner Global Equity Inst
Price$43.52
Change-$0.89 (-2.00%)
VolumeN/A
CapitalizationN/A
American Funds New Perspective R2E
Price$62.60
Change-$0.90 (-1.42%)
VolumeN/A
CapitalizationN/A
HLMVX vs RPEBX Comparison Chart
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HLMVX vs. RPEBX commentary
Nov 18, 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 StrongBuy and RPEBX is a StrongSell.
FUNDAMENTALS
Fundamentals
RPEBX has more cash in the bank: 142B vs. HLMVX (640M). 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 : 19.48 vs. RPEBX (17.45). RPEBX return over 5 years is better than : 37.01 vs. HLMVX (21.77).
| 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 | 11.877 | 15.010 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 640M | 142B | 0% |
| Annual Yield % from dividends | 0.29 | 0.46 | 64% |
| Returns for 1 year | 19.48 | 17.45 | 112% |
| Returns for 3 years | -21.11 | -11.11 | 190% |
| Returns for 5 years | 21.77 | 37.01 | 59% |
| Returns for 10 years | 34.93 | 62.26 | 56% |