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ANWFX vs HLMVX
ANWFX vs HLMVX Comparison
Open Charts ANWFX vs HLMVX
American Funds New Perspective F2
Price$58.89
Change-$2.44 (-3.98%)
VolumeN/A
Net Assets139.04B
Harding Loevner Global Equity Inst
Price$32.36
Change-$1.08 (-3.23%)
VolumeN/A
Net Assets522.07M
ANWFX vs HLMVX Comparison Chart
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ANWFX vs. HLMVX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 139B vs. HLMVX (522M). ANWFX pays higher dividends than HLMVX: ANWFX (0.80) vs HLMVX (0.34). ANWFX was incepted earlier than HLMVX: ANWFX (17 years) vs HLMVX (15 years). HLMVX (0.86) 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 : 2.57 vs. HLMVX (-18.60). ANWFX return over 5 years is better than : 70.15 vs. HLMVX (11.21).
| ANWFX | HLMVX | ANWFX / HLMVX | |
| Total Expense Ratio | 0.52 | 0.86 | 60% |
| Annual Report Gross Expense Ratio | 0.52 | 0.86 | 60% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | -0.744 | -1.534 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 522M | 26,628% |
| Annual Yield % from dividends | 0.80 | 0.34 | 237% |
| Returns for 1 year | 2.57 | -18.60 | -14% |
| Returns for 3 years | 2.96 | -16.37 | -18% |
| Returns for 5 years | 70.15 | 11.21 | 626% |
| Returns for 10 years | 63.89 | 6.03 | 1,060% |