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ANWFX vs FCGEX
ANWFX vs FCGEX Comparison
Open Charts ANWFX vs FCGEX
American Funds New Perspective F2
Price$63.08
Change+$0.41 (+0.65%)
VolumeN/A
Net Assets144.81B
NYLI PineStone Global Equity
Price$19.64
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets23.89M
ANWFX vs FCGEX Comparison Chart
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ANWFX vs. FCGEX 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 FCGEX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 145B vs. FCGEX (23.9M). ANWFX pays higher dividends than FCGEX: ANWFX (1.03) vs FCGEX (0.37). ANWFX was incepted earlier than FCGEX: ANWFX (16 years) vs FCGEX (8 years). ANWFX is a more actively managed with annual turnover of: 17.00 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 : 15.65 vs. FCGEX (7.31). FCGEX return over 5 years is better than : 36.55 vs. ANWFX (32.82).
| ANWFX | FCGEX | ANWFX / FCGEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 8 years | - |
| Gain YTD | 2.088 | 1.973 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 23.9M | 606,695% |
| Annual Yield % from dividends | 1.03 | 0.37 | 275% |
| Returns for 1 year | 15.65 | 7.31 | 214% |
| Returns for 3 years | 2.82 | 4.10 | 69% |
| Returns for 5 years | 32.82 | 36.55 | 90% |
| Returns for 10 years | 78.93 | N/A | - |
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