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AFGIX vs ANWPX
AFGIX vs ANWPX Comparison
Open Charts AFGIX vs ANWPX
Alger Global Equity I
Price$26.38
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets20.3M
American Funds New Perspective A
Price$63.41
Change+$0.13 (+0.21%)
VolumeN/A
Net Assets141.81B
AFGIX vs ANWPX Comparison Chart
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AFGIX vs. ANWPX commentary
May 09, 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 Buy and ANWPX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 142B vs. AFGIX (20.3M). ANWPX pays higher dividends than AFGIX: ANWPX (0.56) 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 : 5.73 vs. AFGIX (-9.05). ANWPX return over 5 years is better than : 46.81 vs. AFGIX (27.12).
| 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 | -2.804 | 2.093 | -134% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.3M | 142B | 0% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | -9.05 | 5.73 | -158% |
| Returns for 3 years | 20.94 | 28.47 | 74% |
| Returns for 5 years | 27.12 | 46.81 | 58% |
| Returns for 10 years | 35.75 | 64.55 | 55% |
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