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ANWFX vs HLGZX
ANWFX vs HLGZX Comparison
Open Charts ANWFX vs HLGZX
American Funds New Perspective F2
Price$66.96
Change-$0.25 (-0.37%)
VolumeN/A
Net Assets150.71B
Harding Loevner Global Equity Instl Z
Price$35.70
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets557.46M
ANWFX vs HLGZX Comparison Chart
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ANWFX vs. HLGZX commentary
Jun 07, 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: 151B vs. HLGZX (557M). 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 : 9.48 vs. HLGZX (-14.85). ANWFX return over 5 years is better than : 44.60 vs. HLGZX (-8.65).
| 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 | 8.772 | 5.308 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 557M | 27,110% |
| Annual Yield % from dividends | 0.73 | 0.47 | 156% |
| Returns for 1 year | 9.48 | -14.85 | -64% |
| Returns for 3 years | 29.91 | 4.58 | 654% |
| Returns for 5 years | 44.60 | -8.65 | -516% |
| Returns for 10 years | 78.75 | N/A | - |
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