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ANWFX vs HLMVX
ANWFX vs HLMVX Comparison
Open Charts ANWFX vs HLMVX
American Funds New Perspective F2
Price$69.26
Change+$0.46 (+0.67%)
VolumeN/A
Net Assets154.98B
Harding Loevner Global Equity Inst
Price$36.55
Change+$0.40 (+1.11%)
VolumeN/A
Net Assets568.22M
ANWFX vs HLMVX Comparison Chart in %
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ANWFX vs. HLMVX commentary
Jun 30, 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: 155B vs. HLMVX (568M). ANWFX pays higher dividends than HLMVX: ANWFX (0.73) vs HLMVX (0.32). 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 : 11.95 vs. HLMVX (-14.38). ANWFX return over 5 years is better than : 52.11 vs. HLMVX (-5.48).
| 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 | 12.089 | 7.849 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 568M | 27,289% |
| Annual Yield % from dividends | 0.73 | 0.32 | 228% |
| Returns for 1 year | 11.95 | -14.38 | -83% |
| Returns for 3 years | 44.57 | 15.10 | 295% |
| Returns for 5 years | 52.11 | -5.48 | -951% |
| Returns for 10 years | 85.57 | 15.67 | 546% |
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