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ANWFX vs BIALX
ANWFX vs BIALX Comparison
Open Charts ANWFX vs BIALX
American Funds New Perspective F2
Price$73.85
Change-$0.41 (-0.55%)
VolumeN/A
Net Assets164.4B
Brown Advisory Global Leaders Investor
Price$30.28
Change-$0.24 (-0.79%)
VolumeN/A
Net Assets2.53B
ANWFX vs BIALX Comparison Chart in %
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ANWFX vs. BIALX commentary
Oct 09, 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 BIALX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 164B vs. BIALX (2.53B). ANWFX pays higher dividends than BIALX: ANWFX (0.67) vs BIALX (0.32). ANWFX was incepted earlier than BIALX: ANWFX (17 years) vs BIALX (10 years). BIALX (0.91) is less costly to investors than ANWFX (0.52). ANWFX is a more actively managed with annual turnover of: 24.00 vs. BIALX (15.00). BIALX has a lower initial minimum investment than ANWFX: BIALX (100) vs ANWFX (250). BIALX annual gain was more profitable for investors over the last year : 15.02 vs. ANWFX (14.15). BIALX return over 5 years is better than : 70.16 vs. ANWFX (37.39).
| ANWFX | BIALX | ANWFX / BIALX | |
| Total Expense Ratio | 0.52 | 0.91 | 57% |
| Annual Report Gross Expense Ratio | 0.52 | 0.91 | 57% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 19.518 | 14.093 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164B | 2.53B | 6,482% |
| Annual Yield % from dividends | 0.67 | 0.32 | 206% |
| Returns for 1 year | 14.15 | 15.02 | 94% |
| Returns for 3 years | 64.35 | 77.80 | 83% |
| Returns for 5 years | 37.39 | 70.16 | 53% |
| Returns for 10 years | 101.55 | 215.61 | 47% |
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