ANWFX
Price
$74.09
Change
+$0.15 (+0.20%)
Updated
Oct 3 closing price
Net Assets
164.14B
HLGZX
Price
$38.01
Change
+$0.11 (+0.29%)
Updated
Oct 3 closing price
Net Assets
586.05M
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ANWFX vs HLGZX

Header iconANWFX vs HLGZX Comparison
Open Charts ANWFX vs HLGZXBanner chart's image
American Funds New Perspective F2
Price$74.09
Change+$0.15 (+0.20%)
VolumeN/A
Net Assets164.14B
Harding Loevner Global Equity Instl Z
Price$38.01
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets586.05M
ANWFX vs HLGZX Comparison Chart in %
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ANWFX vs. HLGZX commentary
Oct 06, 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.

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FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 164B vs. HLGZX (586M). ANWFX pays higher dividends than HLGZX: ANWFX (0.67) vs HLGZX (0.45). 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 : 14.92 vs. HLGZX (-13.92). ANWFX return over 5 years is better than : 41.83 vs. HLGZX (-11.09).
ANWFXHLGZXANWFX / HLGZX
Total Expense Ratio0.520.7668%
Annual Report Gross Expense Ratio0.520.7768%
Fund Existence17 years8 years-
Gain YTD19.90612.091165%
Front LoadN/AN/A-
Min. Initial Investment250100000000%
Min. Initial Investment IRAN/AN/A-
Net Assets164B586M27,986%
Annual Yield % from dividends0.670.45148%
Returns for 1 year14.92-13.92-107%
Returns for 3 years58.2520.66282%
Returns for 5 years41.83-11.09-377%
Returns for 10 years105.21N/A-
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