AFGZX
Price
$31.05
Change
-$0.20 (-0.64%)
Updated
Jun 25 closing price
Net Assets
21.84M
ANWFX
Price
$68.17
Change
-$0.11 (-0.16%)
Updated
Jun 25 closing price
Net Assets
152.86B
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$31.05
Change-$0.20 (-0.64%)
VolumeN/A
Net Assets21.84M
American Funds New Perspective F2
Price$68.17
Change-$0.11 (-0.16%)
VolumeN/A
Net Assets152.86B
AFGZX vs ANWFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
AFGZX vs. ANWFX commentary
Jun 27, 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: 153B vs. AFGZX (21.8M). 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 : 9.96 vs. AFGZX (-3.04). ANWFX return over 5 years is better than : 49.72 vs. AFGZX (29.61).
AFGZXANWFXAFGZX / ANWFX
Total Expense Ratio0.990.52190%
Annual Report Gross Expense Ratio1.970.52379%
Fund Existence12 years17 years-
Gain YTD6.65510.32564%
Front LoadN/AN/A-
Min. Initial Investment500000250200,000%
Min. Initial Investment IRAN/AN/A-
Net Assets21.8M153B0%
Annual Yield % from dividends0.000.73-
Returns for 1 year-3.049.96-31%
Returns for 3 years30.1539.4177%
Returns for 5 years29.6149.7260%
Returns for 10 years53.3078.5468%
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 %
CVAIX23.300.05
+0.22%
Calamos Select Fund I
OPGIX49.25N/A
N/A
Invesco Global Opportunities A
CVSOX15.35N/A
N/A
Calamos Market Neutral Income R6
CAAIX37.99-0.21
-0.55%
Ariel Appreciation Institutional
MOPAX23.91-0.20
-0.83%
NYLI WMC Small Companies Class A