Compare predictions FNWFX vs HLREX
FNWFX vs HLREX Comparison
Open Charts FNWFX vs HLREX
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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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).
| FNWFX | HLREX | FNWFX / HLREX | |
| Total Expense Ratio | 0.57 | 1.15 | 50% |
| Annual Report Gross Expense Ratio | 0.57 | 2.36 | 24% |
| Fund Existence | 7 years | 7 years | - |
| Gain YTD | 7.406 | -1.311 | -565% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.9B | 6.4M | 779,444% |
| Annual Yield % from dividends | 1.20 | 0.73 | 163% |
| Returns for 1 year | 13.66 | 3.61 | 378% |
| Returns for 3 years | -0.87 | -16.82 | 5% |
| Returns for 5 years | 12.93 | -19.49 | -66% |
| Returns for 10 years | N/A | N/A | - |
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