Ad is loading...
AFGZX vs ANWPX
AFGZX vs ANWPX Comparison
Open Charts AFGZX vs ANWPX
Alger Global Equity Z
Price$29.85
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets21.69M
American Funds New Perspective A
Price$63.39
Change+$0.41 (+0.65%)
VolumeN/A
Net Assets144.81B
AFGZX vs ANWPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AFGZX vs. ANWPX commentary
Jan 19, 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 StrongBuy and ANWPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 145B vs. AFGZX (21.7M). ANWPX pays higher dividends than AFGZX: ANWPX (0.83) vs AFGZX (0.00). AFGZX was incepted earlier than ANWPX: AFGZX (12 years) vs ANWPX (52 years). AFGZX is a more actively managed with annual turnover of: 36.86 vs. ANWPX (17.00). 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 : 15.42 vs. AFGZX (8.31). ANWPX return over 5 years is better than : 32.08 vs. AFGZX (27.24).
| AFGZX | ANWPX | AFGZX / ANWPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 52 years | - |
| Gain YTD | 1.877 | 2.061 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7M | 145B | 0% |
| Annual Yield % from dividends | 0.00 | 0.83 | - |
| Returns for 1 year | 8.31 | 15.42 | 54% |
| Returns for 3 years | -0.10 | 2.45 | -4% |
| Returns for 5 years | 27.24 | 32.08 | 85% |
| Returns for 10 years | 58.93 | 78.32 | 75% |
View a ticker or compare two or three
VS
VS
Ad is loading...