ANWFX
Price
$67.37
Change
+$0.41 (+0.61%)
Updated
Jun 6 closing price
Net Assets
150.13B
HLMVX
Price
$35.96
Change
+$0.29 (+0.81%)
Updated
Jun 6 closing price
Net Assets
557.36M
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ANWFX vs HLMVX

Header iconANWFX vs HLMVX Comparison
Open Charts ANWFX vs HLMVXBanner chart's image
American Funds New Perspective F2
Price$67.37
Change+$0.41 (+0.61%)
VolumeN/A
Net Assets150.13B
Harding Loevner Global Equity Inst
Price$35.96
Change+$0.29 (+0.81%)
VolumeN/A
Net Assets557.36M
ANWFX vs HLMVX Comparison Chart
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ANWFX vs. HLMVX 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 HLMVX is a Buy.

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FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 150B vs. HLMVX (557M). ANWFX pays higher dividends than HLMVX: ANWFX (0.73) vs HLMVX (0.32). ANWFX was incepted earlier than HLMVX: ANWFX (17 years) vs HLMVX (16 years). HLMVX (0.87) is less costly to investors than ANWFX (0.52). HLMVX is a more actively managed with annual turnover of: 27.00 vs. ANWFX (24.00). ANWFX has a lower initial minimum investment than HLMVX: ANWFX (250) vs HLMVX (100000). ANWFX annual gain was more profitable for investors over the last year : 9.54 vs. HLMVX (-15.19). ANWFX return over 5 years is better than : 44.95 vs. HLMVX (-9.07).
ANWFXHLMVXANWFX / HLMVX
Total Expense Ratio0.520.8660%
Annual Report Gross Expense Ratio0.520.8760%
Fund Existence17 years16 years-
Gain YTD9.0315.252172%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets150B557M26,930%
Annual Yield % from dividends0.730.32228%
Returns for 1 year9.54-15.19-63%
Returns for 3 years29.413.55828%
Returns for 5 years44.95-9.07-496%
Returns for 10 years79.3812.60630%
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