ANWFX
Price
$73.81
Change
-$1.23 (-1.64%)
Updated
Nov 13 closing price
Net Assets
165.22B
HLMVX
Price
$37.70
Change
-$0.49 (-1.28%)
Updated
Nov 13 closing price
Net Assets
576.92M
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ANWFX vs HLMVX

Header iconANWFX vs HLMVX Comparison
Open Charts ANWFX vs HLMVXBanner chart's image
American Funds New Perspective F2
Price$73.81
Change-$1.23 (-1.64%)
VolumeN/A
Net Assets165.22B
Harding Loevner Global Equity Inst
Price$37.70
Change-$0.49 (-1.28%)
VolumeN/A
Net Assets576.92M
ANWFX vs HLMVX Comparison Chart in %
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ANWFX vs. HLMVX commentary
Nov 14, 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.

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FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 165B vs. HLMVX (577M). ANWFX pays higher dividends than HLMVX: ANWFX (0.65) 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 : 13.30 vs. HLMVX (-15.44). ANWFX return over 5 years is better than : 32.72 vs. HLMVX (-17.55).
ANWFXHLMVXANWFX / HLMVX
Total Expense Ratio0.520.8660%
Annual Report Gross Expense Ratio0.520.8760%
Fund Existence17 years16 years-
Gain YTD19.45311.242173%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets165B577M28,596%
Annual Yield % from dividends0.650.30215%
Returns for 1 year13.30-15.44-86%
Returns for 3 years50.3715.37328%
Returns for 5 years32.72-17.55-186%
Returns for 10 years97.5020.38478%
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