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ANWFX vs BAFLX
ANWFX vs BAFLX Comparison
Open Charts ANWFX vs BAFLX
American Funds New Perspective F2
Price$58.89
Change-$2.44 (-3.98%)
VolumeN/A
Net Assets139.04B
Brown Advisory Global Leaders Instl
Price$26.49
Change-$0.55 (-2.03%)
VolumeN/A
Net Assets2.12B
ANWFX vs BAFLX Comparison Chart
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ANWFX vs. BAFLX commentary
Apr 04, 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 Hold and BAFLX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 139B vs. BAFLX (2.12B). 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 : 7.30 vs. ANWFX (2.57). BAFLX return over 5 years is better than : 107.98 vs. ANWFX (70.15).
| 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 | -0.744 | 0.820 | -91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 2.12B | 6,566% |
| Annual Yield % from dividends | 0.80 | 0.53 | 151% |
| Returns for 1 year | 2.57 | 7.30 | 35% |
| Returns for 3 years | 2.96 | 22.86 | 13% |
| Returns for 5 years | 70.15 | 107.98 | 65% |
| Returns for 10 years | 63.89 | N/A | - |
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