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ANWFX vs BIALX
ANWFX vs BIALX Comparison
Open Charts ANWFX vs BIALX
American Funds New Perspective F2
Price$65.67
Change-$2.08 (-3.07%)
VolumeN/A
CapitalizationN/A
Brown Advisory Global Leaders Investor
Price$26.88
Change-$0.83 (-3.00%)
VolumeN/A
CapitalizationN/A
ANWFX vs BIALX Comparison Chart
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ANWFX vs. BIALX commentary
Dec 19, 2024
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: 149B vs. BIALX (2.17B). ANWFX pays higher dividends than BIALX: ANWFX (1.03) vs BIALX (0.34). ANWFX was incepted earlier than BIALX: ANWFX (16 years) vs BIALX (9 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). ANWFX annual gain was more profitable for investors over the last year : 23.41 vs. BIALX (19.62). BIALX return over 5 years is better than : 65.77 vs. ANWFX (41.99).
| ANWFX | BIALX | ANWFX / BIALX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | 21.765 | 17.665 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 2.17B | 6,857% |
| Annual Yield % from dividends | 1.03 | 0.34 | 301% |
| Returns for 1 year | 23.41 | 19.62 | 119% |
| Returns for 3 years | 7.82 | 22.34 | 35% |
| Returns for 5 years | 41.99 | 65.77 | 64% |
| Returns for 10 years | 78.13 | N/A | - |
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