Interact to see
Advertisement
Advertisement
ANWFX vs HLGZX
ANWFX vs HLGZX Comparison
Open Charts ANWFX vs HLGZX
American Funds New Perspective F2
Price$70.05
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets156.47B
Harding Loevner Global Equity Instl Z
Price$36.48
Change-$0.29 (-0.79%)
VolumeN/A
Net Assets564.85M
ANWFX vs HLGZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ANWFX vs. HLGZX commentary
Jul 20, 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: 156B vs. HLGZX (565M). ANWFX pays higher dividends than HLGZX: ANWFX (0.70) 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 : 12.81 vs. HLGZX (-14.01). ANWFX return over 5 years is better than : 41.95 vs. HLGZX (-11.31).
| 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 | 13.368 | 7.579 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 565M | 27,611% |
| Annual Yield % from dividends | 0.70 | 0.46 | 153% |
| Returns for 1 year | 12.81 | -14.01 | -91% |
| Returns for 3 years | 43.37 | 11.66 | 372% |
| Returns for 5 years | 41.95 | -11.31 | -371% |
| Returns for 10 years | 82.67 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement