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ANWFX vs HLMVX
ANWFX vs HLMVX Comparison
Open Charts ANWFX vs HLMVX
American Funds New Perspective F2
Price$74.40
Change+$0.35 (+0.47%)
VolumeN/A
Net Assets163.52B
Harding Loevner Global Equity Inst
Price$38.04
Change+$0.26 (+0.69%)
VolumeN/A
Net Assets581.93M
ANWFX vs HLMVX Comparison Chart in %
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ANWFX vs. HLMVX commentary
Nov 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: 164B vs. HLMVX (582M). ANWFX pays higher dividends than HLMVX: ANWFX (0.66) vs HLMVX (0.30). 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 : 14.38 vs. HLMVX (-14.62). ANWFX return over 5 years is better than : 28.00 vs. HLMVX (-18.44).
| 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 | 20.408 | 12.246 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164B | 582M | 28,179% |
| Annual Yield % from dividends | 0.66 | 0.30 | 216% |
| Returns for 1 year | 14.38 | -14.62 | -98% |
| Returns for 3 years | 51.21 | 17.62 | 291% |
| Returns for 5 years | 28.00 | -18.44 | -152% |
| Returns for 10 years | 94.55 | 18.56 | 510% |
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