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ANWFX vs HLMVX
ANWFX vs HLMVX Comparison
Open Charts ANWFX vs HLMVX
American Funds New Perspective F2
Price$63.08
Change+$0.41 (+0.65%)
VolumeN/A
Net Assets144.81B
Harding Loevner Global Equity Inst
Price$34.39
Change+$0.29 (+0.85%)
VolumeN/A
Net Assets567.68M
ANWFX vs HLMVX Comparison Chart
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ANWFX vs. HLMVX commentary
Jan 19, 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: 145B vs. HLMVX (568M). ANWFX pays higher dividends than HLMVX: ANWFX (1.03) vs HLMVX (0.29). ANWFX was incepted earlier than HLMVX: ANWFX (16 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 : 15.65 vs. HLMVX (-11.73). ANWFX return over 5 years is better than : 32.82 vs. HLMVX (-12.18).
| ANWFX | HLMVX | ANWFX / HLMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 15 years | - |
| Gain YTD | 2.088 | 0.620 | 337% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 568M | 25,528% |
| Annual Yield % from dividends | 1.03 | 0.29 | 351% |
| Returns for 1 year | 15.65 | -11.73 | -133% |
| Returns for 3 years | 2.82 | -19.02 | -15% |
| Returns for 5 years | 32.82 | -12.18 | -269% |
| Returns for 10 years | 78.93 | 13.54 | 583% |
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