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ANWFX vs HLMVX
ANWFX vs HLMVX Comparison
Open Charts ANWFX vs HLMVX
American Funds New Perspective F2
Price$64.67
Change-$0.78 (-1.19%)
VolumeN/A
Net Assets147.51B
Harding Loevner Global Equity Inst
Price$35.26
Change-$0.48 (-1.34%)
VolumeN/A
Net Assets572.89M
ANWFX vs HLMVX Comparison Chart
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ANWFX vs. HLMVX commentary
Feb 23, 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 StrongBuy and HLMVX is a Hold.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 148B vs. HLMVX (573M). ANWFX pays higher dividends than HLMVX: ANWFX (1.03) vs HLMVX (0.29). ANWFX was incepted earlier than HLMVX: ANWFX (17 years) vs HLMVX (15 years). HLMVX is a more actively managed with annual turnover of: 28.00 vs. ANWFX (17.00). 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 : 10.67 vs. HLMVX (-13.99). ANWFX return over 5 years is better than : 35.05 vs. HLMVX (-7.99).
| ANWFX | HLMVX | ANWFX / HLMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 4.661 | 4.042 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 573M | 25,829% |
| Annual Yield % from dividends | 1.03 | 0.29 | 351% |
| Returns for 1 year | 10.67 | -13.99 | -76% |
| Returns for 3 years | 15.01 | -8.61 | -174% |
| Returns for 5 years | 35.05 | -7.99 | -439% |
| Returns for 10 years | 74.13 | 11.41 | 650% |
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