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ANWFX vs HLGZX
ANWFX vs HLGZX Comparison
Open Charts ANWFX vs HLGZX
American Funds New Perspective F2
Price$60.84
Change+$1.16 (+1.94%)
VolumeN/A
Net Assets134.95B
Harding Loevner Global Equity Instl Z
Price$33.34
Change+$0.70 (+2.14%)
VolumeN/A
Net Assets509.61M
ANWFX vs HLGZX Comparison Chart
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ANWFX vs. HLGZX commentary
Apr 25, 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: 135B vs. HLGZX (510M). ANWFX pays higher dividends than HLGZX: ANWFX (0.80) vs HLGZX (0.49). 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 : 4.50 vs. HLGZX (-18.61). ANWFX return over 5 years is better than : 48.70 vs. HLGZX (-2.63).
| 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 | -1.537 | -3.745 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 510M | 26,471% |
| Annual Yield % from dividends | 0.80 | 0.49 | 162% |
| Returns for 1 year | 4.50 | -18.61 | -24% |
| Returns for 3 years | 12.05 | -9.76 | -124% |
| Returns for 5 years | 48.70 | -2.63 | -1,848% |
| Returns for 10 years | 58.05 | N/A | - |
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