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ANWFX vs HLGZX
ANWFX vs HLGZX Comparison
Open Charts ANWFX vs HLGZX
American Funds New Perspective F2
Price$64.67
Change-$0.78 (-1.19%)
VolumeN/A
Net Assets147.51B
Harding Loevner Global Equity Instl Z
Price$35.29
Change-$0.48 (-1.34%)
VolumeN/A
Net Assets572.89M
ANWFX vs HLGZX Comparison Chart
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ANWFX vs. HLGZX commentary
Feb 23, 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: 148B vs. HLGZX (573M). ANWFX pays higher dividends than HLGZX: ANWFX (1.03) vs HLGZX (0.40). ANWFX was incepted earlier than HLGZX: ANWFX (17 years) vs HLGZX (8 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 : 10.67 vs. HLGZX (-13.89). ANWFX return over 5 years is better than : 35.05 vs. HLGZX (-7.57).
| ANWFX | HLGZX | ANWFX / HLGZX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | 4.661 | 4.070 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 573M | 25,829% |
| Annual Yield % from dividends | 1.03 | 0.40 | 259% |
| Returns for 1 year | 10.67 | -13.89 | -77% |
| Returns for 3 years | 15.01 | -8.33 | -180% |
| Returns for 5 years | 35.05 | -7.57 | -463% |
| Returns for 10 years | 74.13 | N/A | - |
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