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ANWFX vs HLGZX
ANWFX vs HLGZX Comparison
Open Charts ANWFX vs HLGZX
American Funds New Perspective F2
Price$72.05
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets159.97B
Harding Loevner Global Equity Instl Z
Price$37.39
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets578.75M
ANWFX vs HLGZX Comparison Chart in %
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ANWFX vs. HLGZX commentary
Sep 10, 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: 160B vs. HLGZX (579M). ANWFX pays higher dividends than HLGZX: ANWFX (0.68) vs HLGZX (0.46). 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 : 16.92 vs. HLGZX (-11.95). ANWFX return over 5 years is better than : 40.13 vs. HLGZX (-12.44).
| 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 | 16.605 | 9.997 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 579M | 27,634% |
| Annual Yield % from dividends | 0.68 | 0.46 | 150% |
| Returns for 1 year | 16.92 | -11.95 | -142% |
| Returns for 3 years | 43.60 | 11.07 | 394% |
| Returns for 5 years | 40.13 | -12.44 | -323% |
| Returns for 10 years | 100.65 | N/A | - |
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