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ANWFX vs HLMVX
ANWFX vs HLMVX Comparison
Open Charts ANWFX vs HLMVX
ANWFX vs HLMVX Comparison Chart in %
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ANWFX vs. HLMVX commentary
Jun 04, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 164B vs. HLMVX (546M). ANWFX pays higher dividends than HLMVX: ANWFX (1.15) vs HLMVX (0.51). ANWFX was incepted earlier than HLMVX: ANWFX (18 years) vs HLMVX (17 years). HLMVX (0.88) is less costly to investors than ANWFX (0.51). HLMVX is a more actively managed with annual turnover of: 30.00 vs. ANWFX (23.00). 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 : 14.19 vs. HLMVX (-5.75). ANWFX return over 5 years is better than : 20.56 vs. HLMVX (-32.28).
| ANWFX | HLMVX | ANWFX / HLMVX | |
| Total Expense Ratio | 0.51 | 0.86 | 59% |
| Annual Report Gross Expense Ratio | 0.51 | 0.88 | 58% |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | 7.332 | 6.218 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164B | 546M | 30,037% |
| Annual Yield % from dividends | 1.15 | 0.51 | 225% |
| Returns for 1 year | 14.19 | -5.75 | -247% |
| Returns for 3 years | 45.34 | -5.22 | -869% |
| Returns for 5 years | 20.56 | -32.28 | -64% |
| Returns for 10 years | 117.49 | 8.76 | 1,341% |
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