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ANWFX vs FCGIX
ANWFX vs FCGIX Comparison
Open Charts ANWFX vs FCGIX
American Funds New Perspective F2
Price$58.89
Change-$2.44 (-3.98%)
VolumeN/A
Net Assets139.04B
NYLI PineStone Global Equity
Price$18.51
Change-$0.48 (-2.53%)
VolumeN/A
Net Assets37.9M
ANWFX vs FCGIX Comparison Chart
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ANWFX vs. FCGIX commentary
Apr 04, 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 Hold and FCGIX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 139B vs. FCGIX (37.9M). ANWFX pays higher dividends than FCGIX: ANWFX (0.80) vs FCGIX (0.44). ANWFX was incepted earlier than FCGIX: ANWFX (17 years) vs FCGIX (8 years). FCGIX (1.49) is less costly to investors than ANWFX (0.52). ANWFX is a more actively managed with annual turnover of: 24.00 vs. FCGIX (7.00). ANWFX has a lower initial minimum investment than FCGIX: ANWFX (250) vs FCGIX (1000000). ANWFX annual gain was more profitable for investors over the last year : 2.57 vs. FCGIX (-3.40). FCGIX (72.61) and ANWFX (70.15) have equivalent 5 years return.
| ANWFX | FCGIX | ANWFX / FCGIX | |
| Total Expense Ratio | 0.52 | 0.85 | 61% |
| Annual Report Gross Expense Ratio | 0.52 | 1.49 | 35% |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | -0.744 | -1.860 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 37.9M | 366,755% |
| Annual Yield % from dividends | 0.80 | 0.44 | 180% |
| Returns for 1 year | 2.57 | -3.40 | -76% |
| Returns for 3 years | 2.96 | 4.78 | 62% |
| Returns for 5 years | 70.15 | 72.61 | 97% |
| Returns for 10 years | 63.89 | N/A | - |
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