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ANWFX vs FCGEX
ANWFX vs FCGEX Comparison
Open Charts ANWFX vs FCGEX
American Funds New Perspective F2
Price$58.30
Change+$0.30 (+0.52%)
VolumeN/A
Net Assets131.19B
NYLI PineStone Global Equity
Price$18.02
Change-$0.09 (-0.50%)
VolumeN/A
Net Assets41.24M
ANWFX vs FCGEX Comparison Chart
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ANWFX vs. FCGEX 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 FCGEX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 131B vs. FCGEX (41.2M). ANWFX pays higher dividends than FCGEX: ANWFX (0.80) vs FCGEX (0.22). ANWFX was incepted earlier than FCGEX: ANWFX (17 years) vs FCGEX (8 years). FCGEX (1.71) is less costly to investors than ANWFX (0.52). ANWFX is a more actively managed with annual turnover of: 24.00 vs. FCGEX (7.00). ANWFX has a lower initial minimum investment than FCGEX: ANWFX (250) vs FCGEX (15000). ANWFX annual gain was more profitable for investors over the last year : 1.33 vs. FCGEX (-4.86). FCGEX return over 5 years is better than : 44.82 vs. ANWFX (41.08).
| ANWFX | FCGEX | ANWFX / FCGEX | |
| Total Expense Ratio | 0.52 | 1.10 | 47% |
| Annual Report Gross Expense Ratio | 0.52 | 1.71 | 30% |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | -5.648 | -6.438 | 88% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 41.2M | 317,961% |
| Annual Yield % from dividends | 0.80 | 0.22 | 368% |
| Returns for 1 year | 1.33 | -4.86 | -27% |
| Returns for 3 years | 4.41 | 2.29 | 192% |
| Returns for 5 years | 41.08 | 44.82 | 92% |
| Returns for 10 years | 54.58 | N/A | - |