AFGZX
Price
$31.05
Change
-$0.20 (-0.64%)
Updated
Jun 25 closing price
Net Assets
21.84M
ANWPX
Price
$68.45
Change
-$0.11 (-0.16%)
Updated
Jun 25 closing price
Net Assets
152.86B
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AFGZX vs ANWPX

Header iconAFGZX vs ANWPX Comparison
Open Charts AFGZX vs ANWPXBanner chart's image
Alger Global Equity Z
Price$31.05
Change-$0.20 (-0.64%)
VolumeN/A
Net Assets21.84M
American Funds New Perspective A
Price$68.45
Change-$0.11 (-0.16%)
VolumeN/A
Net Assets152.86B
AFGZX vs ANWPX Comparison Chart in %
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AFGZX vs. ANWPX 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 ANWPX is a Buy.

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FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 153B vs. AFGZX (21.8M). ANWPX pays higher dividends than AFGZX: ANWPX (0.53) vs AFGZX (0.00). AFGZX was incepted earlier than ANWPX: AFGZX (12 years) vs ANWPX (52 years). AFGZX (1.97) is less costly to investors than ANWPX (0.73). AFGZX is a more actively managed with annual turnover of: 93.65 vs. ANWPX (24.00). ANWPX has a lower initial minimum investment than AFGZX: ANWPX (250) vs AFGZX (500000). ANWPX annual gain was more profitable for investors over the last year : 9.75 vs. AFGZX (-3.04). ANWPX return over 5 years is better than : 48.90 vs. AFGZX (29.61).
AFGZXANWPXAFGZX / ANWPX
Total Expense Ratio0.990.73136%
Annual Report Gross Expense Ratio1.970.73270%
Fund Existence12 years52 years-
Gain YTD6.65510.20865%
Front LoadN/A6%-
Min. Initial Investment500000250200,000%
Min. Initial Investment IRAN/AN/A-
Net Assets21.8M153B0%
Annual Yield % from dividends0.000.53-
Returns for 1 year-3.049.75-31%
Returns for 3 years30.1538.9078%
Returns for 5 years29.6148.9061%
Returns for 10 years53.3077.9168%
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