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ANWFX vs HLMVX
ANWFX vs HLMVX Comparison
Open Charts ANWFX vs HLMVX
American Funds New Perspective F2
Price$73.85
Change-$0.41 (-0.55%)
VolumeN/A
Net Assets164.4B
Harding Loevner Global Equity Inst
Price$37.97
Change-$0.15 (-0.39%)
VolumeN/A
Net Assets588.64M
ANWFX vs HLMVX Comparison Chart in %
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ANWFX vs. HLMVX commentary
Oct 08, 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 HLMVX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 164B vs. HLMVX (589M). ANWFX pays higher dividends than HLMVX: ANWFX (0.67) vs HLMVX (0.31). 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 : 14.15 vs. HLMVX (-13.35). ANWFX return over 5 years is better than : 37.39 vs. HLMVX (-13.53).
| ANWFX | HLMVX | ANWFX / HLMVX | |
| Total Expense Ratio | 0.52 | 0.86 | 60% |
| Annual Report Gross Expense Ratio | 0.52 | 0.87 | 60% |
| Fund Existence | 17 years | 16 years | - |
| Gain YTD | 19.518 | 12.482 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164B | 589M | 27,844% |
| Annual Yield % from dividends | 0.67 | 0.31 | 217% |
| Returns for 1 year | 14.15 | -13.35 | -106% |
| Returns for 3 years | 64.35 | 26.08 | 247% |
| Returns for 5 years | 37.39 | -13.53 | -276% |
| Returns for 10 years | 101.55 | 24.39 | 416% |
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