AFGZX
Price
$30.20
Change
+$0.27 (+0.90%)
Updated
Jun 2 closing price
Net Assets
21.3M
ANWFX
Price
$66.85
Change
+$0.52 (+0.78%)
Updated
Jun 2 closing price
Net Assets
149.99B
Interact to see
Advertisement

AFGZX vs ANWFX

Header iconAFGZX vs ANWFX Comparison
Open Charts AFGZX vs ANWFXBanner chart's image
Alger Global Equity Z
Price$30.20
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets21.3M
American Funds New Perspective F2
Price$66.85
Change+$0.52 (+0.78%)
VolumeN/A
Net Assets149.99B
AFGZX vs ANWFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
AFGZX vs. ANWFX commentary
Jun 04, 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 AFGZX is a Buy and ANWFX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 150B vs. AFGZX (21.3M). ANWFX pays higher dividends than AFGZX: ANWFX (0.73) vs AFGZX (0.00). AFGZX was incepted earlier than ANWFX: AFGZX (12 years) vs ANWFX (17 years). AFGZX (1.97) is less costly to investors than ANWFX (0.52). AFGZX is a more actively managed with annual turnover of: 93.65 vs. ANWFX (24.00). ANWFX has a lower initial minimum investment than AFGZX: ANWFX (250) vs AFGZX (500000). ANWFX annual gain was more profitable for investors over the last year : 10.82 vs. AFGZX (-4.38). ANWFX return over 5 years is better than : 45.45 vs. AFGZX (26.34).
AFGZXANWFXAFGZX / ANWFX
Total Expense Ratio0.990.52190%
Annual Report Gross Expense Ratio1.970.52379%
Fund Existence12 years17 years-
Gain YTD2.1508.18926%
Front LoadN/AN/A-
Min. Initial Investment500000250200,000%
Min. Initial Investment IRAN/AN/A-
Net Assets21.3M150B0%
Annual Yield % from dividends0.000.73-
Returns for 1 year-4.3810.82-40%
Returns for 3 years16.6429.7656%
Returns for 5 years26.3445.4558%
Returns for 10 years48.2176.7563%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
NWHJX10.90N/A
N/A
Nationwide Bailard Intl Eqs A
TIRRX11.51N/A
N/A
T. Rowe Price Real Estate I
DIVGX17.48N/A
N/A
Guardian Capital Dividend Growth Instl
CBLCX51.73N/A
N/A
Columbia Balanced C
MTERX54.17N/A
N/A
MFS Technology R2