FNWFX
Price
$71.35
Change
+$0.16 (+0.22%)
Updated
Sep 22, 6:59 PM EST
HLREX
Price
$9.03
Change
+$0.06 (+0.67%)
Updated
Sep 22, 6:59 PM EST

Compare predictions FNWFX vs HLREX

Header iconFNWFX vs HLREX Comparison
Open Charts FNWFX vs HLREXBanner chart's image
American Funds New World F3
Price$71.35
Change+$0.16 (+0.22%)
VolumeN/A
CapitalizationN/A
Harding Loevner Emerging Mkts RsrchInstl
Price$9.03
Change+$0.06 (+0.67%)
VolumeN/A
CapitalizationN/A
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FNWFX vs HLREX Comparison Chart

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VS
FNWFX vs. HLREX commentary
Sep 25, 2023

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 FNWFX is a Hold and HLREX is a Sell.

FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 49.9B vs. HLREX (6.4M). FNWFX pays higher dividends than HLREX: FNWFX (1.20) vs HLREX (0.73). FNWFX was incepted earlier than HLREX: FNWFX (7 years) vs HLREX (7 years). HLREX (2.36) is less costly to investors than FNWFX (0.57). HLREX is a more actively managed with annual turnover of: 43.00 vs. FNWFX (39.00). HLREX has a lower initial minimum investment than FNWFX: HLREX (100000) vs FNWFX (1000000). FNWFX annual gain was more profitable for investors over the last year : 13.66 vs. HLREX (3.61). FNWFX return over 5 years is better than : 12.93 vs. HLREX (-19.49).
FNWFXHLREXFNWFX / HLREX
Total Expense Ratio0.571.1550%
Annual Report Gross Expense Ratio0.572.3624%
Fund Existence7 years7 years-
Gain YTD7.406-1.311-565%
Front LoadN/AN/A-
Min. Initial Investment10000001000001,000%
Min. Initial Investment IRAN/AN/A-
Net Assets49.9B6.4M779,444%
Annual Yield % from dividends1.200.73163%
Returns for 1 year13.663.61378%
Returns for 3 years-0.87-16.825%
Returns for 5 years12.93-19.49-66%
Returns for 10 yearsN/AN/A-
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