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ANWFX vs HLGZX
ANWFX vs HLGZX Comparison
Open Charts ANWFX vs HLGZX
American Funds New Perspective F2
Price$69.26
Change+$0.46 (+0.67%)
VolumeN/A
Net Assets154.98B
Harding Loevner Global Equity Instl Z
Price$36.59
Change+$0.40 (+1.11%)
VolumeN/A
Net Assets568.22M
ANWFX vs HLGZX Comparison Chart in %
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ANWFX vs. HLGZX commentary
Jun 30, 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 Buy and HLGZX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 155B vs. HLGZX (568M). ANWFX pays higher dividends than HLGZX: ANWFX (0.73) vs HLGZX (0.47). ANWFX was incepted earlier than HLGZX: ANWFX (17 years) vs HLGZX (8 years). HLGZX (0.77) is less costly to investors than ANWFX (0.52). HLGZX is a more actively managed with annual turnover of: 27.00 vs. ANWFX (24.00). 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 : 11.95 vs. HLGZX (-14.28). ANWFX return over 5 years is better than : 52.11 vs. HLGZX (-5.08).
| ANWFX | HLGZX | ANWFX / HLGZX | |
| Total Expense Ratio | 0.52 | 0.76 | 68% |
| Annual Report Gross Expense Ratio | 0.52 | 0.77 | 68% |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | 12.089 | 7.903 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 568M | 27,289% |
| Annual Yield % from dividends | 0.73 | 0.47 | 156% |
| Returns for 1 year | 11.95 | -14.28 | -84% |
| Returns for 3 years | 44.57 | 15.46 | 288% |
| Returns for 5 years | 52.11 | -5.08 | -1,026% |
| Returns for 10 years | 85.57 | N/A | - |
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