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ANWFX vs HLMVX
ANWFX vs HLMVX Comparison
Open Charts ANWFX vs HLMVX
American Funds New Perspective F2
Price$60.84
Change+$1.16 (+1.94%)
VolumeN/A
Net Assets134.95B
Harding Loevner Global Equity Inst
Price$33.31
Change+$0.70 (+2.15%)
VolumeN/A
Net Assets509.61M
ANWFX vs HLMVX Comparison Chart
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ANWFX vs. HLMVX commentary
Apr 25, 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: 135B vs. HLMVX (510M). 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 : 4.50 vs. HLMVX (-18.71). ANWFX return over 5 years is better than : 48.70 vs. HLMVX (-3.07).
| 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 | -1.537 | -3.777 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 510M | 26,471% |
| Annual Yield % from dividends | 0.80 | 0.34 | 237% |
| Returns for 1 year | 4.50 | -18.71 | -24% |
| Returns for 3 years | 12.05 | -10.03 | -120% |
| Returns for 5 years | 48.70 | -3.07 | -1,587% |
| Returns for 10 years | 58.05 | 0.20 | 28,403% |
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