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AFGZX vs ANWFX
AFGZX vs ANWFX Comparison
Open Charts AFGZX vs ANWFX
Alger Global Equity Z
Price$32.07
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets22.11M
American Funds New Perspective F2
Price$70.63
Change+$0.22 (+0.31%)
VolumeN/A
Net Assets156.96B
AFGZX vs ANWFX Comparison Chart in %
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AFGZX vs. ANWFX commentary
Aug 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 AFGZX is a Buy and ANWFX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 157B vs. AFGZX (22.1M). ANWFX pays higher dividends than AFGZX: ANWFX (0.70) 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 : 17.23 vs. AFGZX (4.03). ANWFX return over 5 years is better than : 39.11 vs. AFGZX (20.01).
| 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 | 9.317 | 14.307 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.1M | 157B | 0% |
| Annual Yield % from dividends | 0.00 | 0.70 | - |
| Returns for 1 year | 4.03 | 17.23 | 23% |
| Returns for 3 years | 23.57 | 38.65 | 61% |
| Returns for 5 years | 20.01 | 39.11 | 51% |
| Returns for 10 years | 64.20 | 86.36 | 74% |
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