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ANWFX vs BIALX
ANWFX vs BIALX Comparison
Open Charts ANWFX vs BIALX
American Funds New Perspective F2
Price$58.30
Change+$0.30 (+0.52%)
VolumeN/A
Net Assets131.19B
Brown Advisory Global Leaders Investor
Price$26.09
Change+$0.17 (+0.66%)
VolumeN/A
Net Assets2.05B
ANWFX vs BIALX Comparison Chart
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ANWFX vs. BIALX commentary
Apr 18, 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 BIALX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 131B vs. BIALX (2.05B). ANWFX pays higher dividends than BIALX: ANWFX (0.80) vs BIALX (0.36). 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 : 6.48 vs. ANWFX (1.33). BIALX return over 5 years is better than : 76.28 vs. ANWFX (41.08).
| 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 | -5.648 | -3.103 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 2.05B | 6,400% |
| Annual Yield % from dividends | 0.80 | 0.36 | 219% |
| Returns for 1 year | 1.33 | 6.48 | 21% |
| Returns for 3 years | 4.41 | 26.01 | 17% |
| Returns for 5 years | 41.08 | 76.28 | 54% |
| Returns for 10 years | 54.58 | N/A | - |
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