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ANWFX vs HLGZX
ANWFX vs HLGZX Comparison
Open Charts ANWFX vs HLGZX
American Funds New Perspective F2
Price$63.08
Change+$0.41 (+0.65%)
VolumeN/A
Net Assets144.81B
Harding Loevner Global Equity Instl Z
Price$34.42
Change+$0.29 (+0.85%)
VolumeN/A
Net Assets567.68M
ANWFX vs HLGZX Comparison Chart
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ANWFX vs. HLGZX commentary
Jan 19, 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 ANWFX is a StrongBuy and HLGZX is a Hold.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 145B vs. HLGZX (568M). ANWFX pays higher dividends than HLGZX: ANWFX (1.03) vs HLGZX (0.40). ANWFX was incepted earlier than HLGZX: ANWFX (16 years) vs HLGZX (7 years). HLGZX is a more actively managed with annual turnover of: 28.00 vs. ANWFX (17.00). ANWFX has a lower initial minimum investment than HLGZX: ANWFX (250) vs HLGZX (10000000). ANWFX annual gain was more profitable for investors over the last year : 15.65 vs. HLGZX (-10.86). ANWFX return over 5 years is better than : 32.82 vs. HLGZX (-11.00).
| ANWFX | HLGZX | ANWFX / HLGZX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 7 years | - |
| Gain YTD | 2.088 | 1.504 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 568M | 25,528% |
| Annual Yield % from dividends | 1.03 | 0.40 | 259% |
| Returns for 1 year | 15.65 | -10.86 | -144% |
| Returns for 3 years | 2.82 | -18.10 | -16% |
| Returns for 5 years | 32.82 | -11.00 | -298% |
| Returns for 10 years | 78.93 | N/A | - |
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