Interact to see
Advertisement
Advertisement
ANWFX vs HLMVX
ANWFX vs HLMVX Comparison
Open Charts ANWFX vs HLMVX
American Funds New Perspective F2
Price$69.69
Change-$0.57 (-0.81%)
VolumeN/A
Net Assets156.68B
Harding Loevner Global Equity Inst
Price$36.42
Change-$0.53 (-1.43%)
VolumeN/A
Net Assets574.81M
ANWFX vs HLMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ANWFX vs. HLMVX commentary
Aug 06, 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.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 157B vs. HLMVX (575M). ANWFX pays higher dividends than HLMVX: ANWFX (0.70) 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 : 19.28 vs. HLMVX (-8.42). ANWFX return over 5 years is better than : 36.08 vs. HLMVX (-13.85).
| 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 | 12.785 | 9.029 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157B | 575M | 27,304% |
| Annual Yield % from dividends | 0.70 | 0.31 | 225% |
| Returns for 1 year | 19.28 | -8.42 | -229% |
| Returns for 3 years | 35.94 | 6.41 | 561% |
| Returns for 5 years | 36.08 | -13.85 | -260% |
| Returns for 10 years | 83.83 | 15.33 | 547% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement