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ANWFX vs BAFLX
ANWFX vs BAFLX Comparison
Open Charts ANWFX vs BAFLX
American Funds New Perspective F2
Price$60.84
Change+$1.16 (+1.94%)
VolumeN/A
Net Assets134.95B
Brown Advisory Global Leaders Instl
Price$27.20
Change+$0.54 (+2.03%)
VolumeN/A
Net Assets2.1B
ANWFX vs BAFLX Comparison Chart
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ANWFX vs. BAFLX commentary
Apr 25, 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 ANWFX is a Buy and BAFLX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 135B vs. BAFLX (2.1B). ANWFX pays higher dividends than BAFLX: ANWFX (0.80) vs BAFLX (0.53). ANWFX was incepted earlier than BAFLX: ANWFX (17 years) vs BAFLX (6 years). BAFLX (0.76) is less costly to investors than ANWFX (0.52). ANWFX is a more actively managed with annual turnover of: 24.00 vs. BAFLX (15.00). ANWFX has a lower initial minimum investment than BAFLX: ANWFX (250) vs BAFLX (1000000). BAFLX annual gain was more profitable for investors over the last year : 7.59 vs. ANWFX (0.90). BAFLX return over 5 years is better than : 83.54 vs. ANWFX (43.59).
| ANWFX | BAFLX | ANWFX / BAFLX | |
| Total Expense Ratio | 0.52 | 0.76 | 68% |
| Annual Report Gross Expense Ratio | 0.52 | 0.76 | 68% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | -4.920 | -1.230 | 400% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 2.1B | 6,435% |
| Annual Yield % from dividends | 0.80 | 0.53 | 151% |
| Returns for 1 year | 0.90 | 7.59 | 12% |
| Returns for 3 years | 8.26 | 31.67 | 26% |
| Returns for 5 years | 43.59 | 83.54 | 52% |
| Returns for 10 years | 52.46 | N/A | - |
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