Interact to see
Advertisement
Advertisement
ANWFX vs HLMVX
ANWFX vs HLMVX Comparison
Open Charts ANWFX vs HLMVX
American Funds New Perspective F2
Price$70.98
Change-$0.39 (-0.55%)
VolumeN/A
Net Assets162.72B
Harding Loevner Global Equity Inst
Price$31.49
Change-$0.23 (-0.73%)
VolumeN/A
Net Assets548.44M
ANWFX vs HLMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ANWFX vs. HLMVX commentary
Feb 05, 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 Hold.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 163B vs. HLMVX (548M). ANWFX pays higher dividends than HLMVX: ANWFX (1.20) vs HLMVX (0.52). ANWFX was incepted earlier than HLMVX: ANWFX (18 years) vs HLMVX (16 years). HLMVX (0.87) 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 : 11.41 vs. HLMVX (-10.02). ANWFX return over 5 years is better than : 16.23 vs. HLMVX (-34.24).
| ANWFX | HLMVX | ANWFX / HLMVX | |
| Total Expense Ratio | 0.51 | 0.86 | 59% |
| Annual Report Gross Expense Ratio | 0.51 | 0.87 | 59% |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | 1.054 | 1.148 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 548M | 29,745% |
| Annual Yield % from dividends | 1.20 | 0.52 | 229% |
| Returns for 1 year | 11.41 | -10.02 | -114% |
| Returns for 3 years | 41.63 | -9.72 | -429% |
| Returns for 5 years | 16.23 | -34.24 | -47% |
| Returns for 10 years | 129.03 | 17.85 | 723% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| OXLC | 11.35 | 0.28 | +2.53% |
| Oxford Lane Capital Corp. | |||
| INOV | 35.72 | 0.14 | +0.38% |
| Innovator Intl Dev Pwr Bffr ETF - Nov | |||
| EIPI | 21.23 | 0.08 | +0.38% |
| FT Energy Income Ptnrs Enh Inc ETF | |||
| SLDR | 50.26 | 0.01 | +0.03% |
| Global X Short-Term Treasury Ladder ETF | |||
| DMAY | 45.42 | -0.06 | -0.13% |
| FT Vest US Equity Deep Bffr ETF May | |||