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FNWFX vs HLEZX
FNWFX vs HLEZX Comparison
Open Charts FNWFX vs HLEZX
American Funds New World F3
Price$91.29
Change+$0.19 (+0.21%)
VolumeN/A
Net Assets71.41B
Harding Loevner Instl Emerg Mkts Z
Price$19.40
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets265.21M
FNWFX vs HLEZX Comparison Chart in %
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FNWFX vs. HLEZX commentary
Aug 17, 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 Hold.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 71.4B vs. HLEZX (265M). HLEZX pays higher dividends than FNWFX: HLEZX (1.35) vs FNWFX (1.10). 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 : 14.25 vs. HLEZX (6.88). FNWFX return over 5 years is better than : 28.41 vs. HLEZX (-4.56).
| 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 | 18.528 | 16.587 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.4B | 265M | 26,943% |
| Annual Yield % from dividends | 1.10 | 1.35 | 81% |
| Returns for 1 year | 14.25 | 6.88 | 207% |
| Returns for 3 years | 33.16 | 7.00 | 474% |
| Returns for 5 years | 28.41 | -4.56 | -624% |
| Returns for 10 years | N/A | 32.20 | - |
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