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AFGZX vs ANWPX
AFGZX vs ANWPX Comparison
Open Charts AFGZX vs ANWPX
Alger Global Equity Z
Price$28.46
Change-$0.08 (-0.28%)
VolumeN/A
Net Assets20.33M
American Funds New Perspective A
Price$63.53
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets142.07B
AFGZX vs ANWPX Comparison Chart
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AFGZX vs. ANWPX commentary
May 11, 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.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 142B vs. AFGZX (20.3M). ANWPX pays higher dividends than AFGZX: ANWPX (0.56) 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 : 5.39 vs. AFGZX (-8.17). ANWPX return over 5 years is better than : 47.09 vs. AFGZX (30.86).
| AFGZX | ANWPX | AFGZX / ANWPX | |
| Total Expense Ratio | 0.99 | 0.73 | 136% |
| Annual Report Gross Expense Ratio | 1.97 | 0.73 | 270% |
| Fund Existence | 12 years | 52 years | - |
| Gain YTD | -2.594 | 2.286 | -113% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 250 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.3M | 142B | 0% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | -8.17 | 5.39 | -152% |
| Returns for 3 years | 22.02 | 27.74 | 79% |
| Returns for 5 years | 30.86 | 47.09 | 66% |
| Returns for 10 years | 42.03 | 65.41 | 64% |