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ANWFX vs HLGZX
ANWFX vs HLGZX Comparison
Open Charts ANWFX vs HLGZX
American Funds New Perspective F2
Price$71.37
Change-$2.65 (-3.58%)
VolumeN/A
Net Assets162.72B
Harding Loevner Global Equity Instl Z
Price$31.76
Change-$6.42 (-16.82%)
VolumeN/A
Net Assets558.58M
ANWFX vs HLGZX Comparison Chart in %
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ANWFX vs. HLGZX commentary
Feb 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 HLGZX is a Hold.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 163B vs. HLGZX (559M). ANWFX pays higher dividends than HLGZX: ANWFX (1.20) vs HLGZX (0.60). ANWFX was incepted earlier than HLGZX: ANWFX (18 years) vs HLGZX (9 years). HLGZX (0.77) is less costly to investors than ANWFX (0.51). HLGZX is a more actively managed with annual turnover of: 30.00 vs. ANWFX (23.00). ANWFX has a lower initial minimum investment than HLGZX: ANWFX (250) vs HLGZX (10000000). ANWFX annual gain was more profitable for investors over the last year : 13.20 vs. HLGZX (-7.46). ANWFX return over 5 years is better than : 17.76 vs. HLGZX (-32.37).
| ANWFX | HLGZX | ANWFX / HLGZX | |
| Total Expense Ratio | 0.51 | 0.76 | 67% |
| Annual Report Gross Expense Ratio | 0.51 | 0.77 | 66% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 1.609 | 2.962 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 559M | 29,159% |
| Annual Yield % from dividends | 1.20 | 0.60 | 200% |
| Returns for 1 year | 13.20 | -7.46 | -177% |
| Returns for 3 years | 42.41 | -7.77 | -546% |
| Returns for 5 years | 17.76 | -32.37 | -55% |
| Returns for 10 years | 130.29 | N/A | - |
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