Interact to see
Advertisement
Advertisement
FNWFX vs HLEZX
FNWFX vs HLEZX Comparison
Open Charts FNWFX vs HLEZX
American Funds New World F3
Price$90.27
Change-$0.41 (-0.45%)
VolumeN/A
Net Assets70.79B
Harding Loevner Instl Emerg Mkts Z
Price$18.91
Change-$0.07 (-0.37%)
VolumeN/A
Net Assets278.8M
FNWFX vs HLEZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FNWFX vs. HLEZX commentary
Jul 27, 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 FNWFX is a Buy and HLEZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 70.8B vs. HLEZX (279M). HLEZX pays higher dividends than FNWFX: HLEZX (1.36) vs FNWFX (1.09). FNWFX was incepted earlier than HLEZX: FNWFX (9 years) vs HLEZX (11 years). HLEZX (0.96) is less costly to investors than FNWFX (0.57). FNWFX is a more actively managed with annual turnover of: 37.00 vs. HLEZX (30.00). FNWFX has a lower initial minimum investment than HLEZX: FNWFX (1000000) vs HLEZX (5000000). FNWFX annual gain was more profitable for investors over the last year : 16.25 vs. HLEZX (6.43). FNWFX return over 5 years is better than : 30.41 vs. HLEZX (-3.27).
| FNWFX | HLEZX | FNWFX / HLEZX | |
| Total Expense Ratio | 0.57 | 0.95 | 60% |
| Annual Report Gross Expense Ratio | 0.57 | 0.96 | 59% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 17.203 | 13.642 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.8B | 279M | 25,376% |
| Annual Yield % from dividends | 1.09 | 1.36 | 80% |
| Returns for 1 year | 16.25 | 6.43 | 253% |
| Returns for 3 years | 40.79 | 9.89 | 413% |
| Returns for 5 years | 30.41 | -3.27 | -930% |
| Returns for 10 years | N/A | 23.64 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers