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ANWFX vs HLMVX
ANWFX vs HLMVX Comparison
Open Charts ANWFX vs HLMVX
American Funds New Perspective F2
Price$74.38
Change+$0.38 (+0.51%)
VolumeN/A
Net Assets162.64B
Harding Loevner Global Equity Inst
Price$38.05
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets579.87M
ANWFX vs HLMVX Comparison Chart in %
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ANWFX vs. HLMVX commentary
Dec 05, 2025
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 Buy and HLMVX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 163B vs. HLMVX (580M). ANWFX pays higher dividends than HLMVX: ANWFX (0.66) vs HLMVX (0.30). ANWFX was incepted earlier than HLMVX: ANWFX (17 years) vs HLMVX (16 years). HLMVX (0.87) is less costly to investors than ANWFX (0.52). HLMVX is a more actively managed with annual turnover of: 27.00 vs. ANWFX (24.00). 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 : 12.25 vs. HLMVX (-15.84). ANWFX return over 5 years is better than : 25.55 vs. HLMVX (-19.75).
| ANWFX | HLMVX | ANWFX / HLMVX | |
| Total Expense Ratio | 0.52 | 0.86 | 60% |
| Annual Report Gross Expense Ratio | 0.52 | 0.87 | 60% |
| Fund Existence | 17 years | 16 years | - |
| Gain YTD | 20.375 | 12.275 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 580M | 28,103% |
| Annual Yield % from dividends | 0.66 | 0.30 | 216% |
| Returns for 1 year | 12.25 | -15.84 | -77% |
| Returns for 3 years | 45.93 | 13.34 | 344% |
| Returns for 5 years | 25.55 | -19.75 | -129% |
| Returns for 10 years | 95.20 | 19.79 | 481% |
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