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ANWFX vs HLGZX
ANWFX vs HLGZX Comparison
Open Charts ANWFX vs HLGZX
American Funds New Perspective F2
Price$72.13
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets158.87B
Harding Loevner Global Equity Instl Z
Price$37.01
Change-$0.12 (-0.32%)
VolumeN/A
Net Assets567.08M
ANWFX vs HLGZX Comparison Chart in %
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ANWFX vs. HLGZX commentary
Nov 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 Hold and HLGZX is a Hold.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 159B vs. HLGZX (567M). ANWFX pays higher dividends than HLGZX: ANWFX (0.65) 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 : 11.99 vs. HLGZX (-14.80). ANWFX return over 5 years is better than : 28.03 vs. HLGZX (-18.46).
| 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 | 16.734 | 9.496 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 567M | 28,042% |
| Annual Yield % from dividends | 0.65 | 0.45 | 147% |
| Returns for 1 year | 11.99 | -14.80 | -81% |
| Returns for 3 years | 46.95 | 14.31 | 328% |
| Returns for 5 years | 28.03 | -18.46 | -152% |
| Returns for 10 years | 89.25 | N/A | - |
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