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AFGIX vs ANWPX
AFGIX vs ANWPX Comparison
Open Charts AFGIX vs ANWPX
Alger Global Equity I
Price$25.83
Change-$0.13 (-0.50%)
VolumeN/A
Net Assets20.08M
American Funds New Perspective A
Price$63.30
Change+$0.10 (+0.16%)
VolumeN/A
Net Assets143.42B
AFGIX vs ANWPX Comparison Chart
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AFGIX vs. ANWPX commentary
Mar 10, 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 AFGIX is a Hold and ANWPX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 143B vs. AFGIX (20.1M). ANWPX pays higher dividends than AFGIX: ANWPX (0.55) vs AFGIX (0.00). AFGIX was incepted earlier than ANWPX: AFGIX (12 years) vs ANWPX (52 years). AFGIX (2.32) is less costly to investors than ANWPX (0.73). AFGIX is a more actively managed with annual turnover of: 93.65 vs. ANWPX (24.00). AFGIX has a lower initial minimum investment than ANWPX: AFGIX (0) vs ANWPX (250). ANWPX annual gain was more profitable for investors over the last year : 5.56 vs. AFGIX (-11.72). ANWPX return over 5 years is better than : 45.80 vs. AFGIX (27.93).
| AFGIX | ANWPX | AFGIX / ANWPX | |
| Total Expense Ratio | 1.20 | 0.73 | 164% |
| Annual Report Gross Expense Ratio | 2.32 | 0.73 | 318% |
| Fund Existence | 12 years | 52 years | - |
| Gain YTD | -4.686 | 1.916 | -245% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.1M | 143B | 0% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | -11.72 | 5.56 | -211% |
| Returns for 3 years | 7.76 | 19.40 | 40% |
| Returns for 5 years | 27.93 | 45.80 | 61% |
| Returns for 10 years | 38.57 | 73.79 | 52% |
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