Interact to see
Advertisement
Advertisement
ANWFX vs HLGZX
ANWFX vs HLGZX Comparison
Open Charts ANWFX vs HLGZX
American Funds New Perspective F2
Price$71.06
Change-$0.35 (-0.49%)
VolumeN/A
Net Assets159.04B
Harding Loevner Global Equity Instl Z
Price$36.72
Change-$0.11 (-0.30%)
VolumeN/A
Net Assets572.84M
ANWFX vs HLGZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ANWFX vs. HLGZX commentary
Aug 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 Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 159B vs. HLGZX (573M). 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 : 12.12 vs. HLGZX (-15.31). ANWFX return over 5 years is better than : 36.19 vs. HLGZX (-14.34).
| 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 | 15.002 | 8.287 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 573M | 27,749% |
| Annual Yield % from dividends | 0.70 | 0.46 | 153% |
| Returns for 1 year | 12.12 | -15.31 | -79% |
| Returns for 3 years | 37.72 | 6.54 | 576% |
| Returns for 5 years | 36.19 | -14.34 | -252% |
| Returns for 10 years | 99.25 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement