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ANWFX vs BIALX
ANWFX vs BIALX Comparison
Open Charts ANWFX vs BIALX
American Funds New Perspective F2
Price$63.08
Change+$0.41 (+0.65%)
VolumeN/A
Net Assets144.81B
Brown Advisory Global Leaders Investor
Price$27.29
Change+$0.15 (+0.55%)
VolumeN/A
Net Assets2.14B
ANWFX vs BIALX Comparison Chart
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ANWFX vs. BIALX commentary
Jan 19, 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 StrongBuy and BIALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 145B vs. BIALX (2.14B). ANWFX pays higher dividends than BIALX: ANWFX (1.03) vs BIALX (0.34). ANWFX was incepted earlier than BIALX: ANWFX (16 years) vs BIALX (10 years). BIALX is a more actively managed with annual turnover of: 19.00 vs. ANWFX (17.00). 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 : 17.24 vs. ANWFX (15.65). BIALX return over 5 years is better than : 55.85 vs. ANWFX (32.82).
| ANWFX | BIALX | ANWFX / BIALX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 10 years | - |
| Gain YTD | 2.088 | 2.019 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 2.14B | 6,785% |
| Annual Yield % from dividends | 1.03 | 0.34 | 301% |
| Returns for 1 year | 15.65 | 17.24 | 91% |
| Returns for 3 years | 2.82 | 21.90 | 13% |
| Returns for 5 years | 32.82 | 55.85 | 59% |
| Returns for 10 years | 78.93 | N/A | - |
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