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AFGZX vs ANWFX
AFGZX vs ANWFX Comparison
Open Charts AFGZX vs ANWFX
Alger Global Equity Z
Price$26.18
Change+$0.20 (+0.77%)
VolumeN/A
Net Assets18.5M
American Funds New Perspective F2
Price$58.30
Change+$0.30 (+0.52%)
VolumeN/A
Net Assets131.19B
AFGZX vs ANWFX Comparison Chart
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AFGZX vs. ANWFX commentary
Apr 18, 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.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 131B vs. AFGZX (18.5M). ANWFX pays higher dividends than AFGZX: ANWFX (0.80) 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 : 1.33 vs. AFGZX (-13.17). ANWFX return over 5 years is better than : 41.08 vs. AFGZX (24.25).
| AFGZX | ANWFX | AFGZX / ANWFX | |
| Total Expense Ratio | 0.99 | 0.52 | 190% |
| Annual Report Gross Expense Ratio | 1.97 | 0.52 | 379% |
| Fund Existence | 12 years | 17 years | - |
| Gain YTD | -11.331 | -5.648 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.5M | 131B | 0% |
| Annual Yield % from dividends | 0.00 | 0.80 | - |
| Returns for 1 year | -13.17 | 1.33 | -987% |
| Returns for 3 years | -6.38 | 4.41 | -145% |
| Returns for 5 years | 24.25 | 41.08 | 59% |
| Returns for 10 years | 28.02 | 54.58 | 51% |