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ANWFX vs GESIX
ANWFX vs GESIX Comparison
Open Charts ANWFX vs GESIX
American Funds New Perspective F2
Price$65.67
Change-$2.08 (-3.07%)
VolumeN/A
CapitalizationN/A
Lazard Global Equity Select Port Instl
Price$19.47
Change-$0.47 (-2.36%)
VolumeN/A
CapitalizationN/A
ANWFX vs GESIX Comparison Chart
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ANWFX vs. GESIX 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 GESIX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 149B vs. GESIX (103M). ANWFX pays higher dividends than GESIX: ANWFX (1.03) vs GESIX (0.72). ANWFX was incepted earlier than GESIX: ANWFX (16 years) vs GESIX (11 years). ANWFX is a more actively managed with annual turnover of: 17.00 vs. GESIX (5.00). ANWFX has a lower initial minimum investment than GESIX: ANWFX (250) vs GESIX (10000). ANWFX annual gain was more profitable for investors over the last year : 23.41 vs. GESIX (13.66). ANWFX (41.99) and GESIX (41.14) have equivalent 5 years return.
| ANWFX | GESIX | ANWFX / GESIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 11 years | - |
| Gain YTD | 21.765 | 12.975 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 103M | 144,660% |
| Annual Yield % from dividends | 1.03 | 0.72 | 143% |
| Returns for 1 year | 23.41 | 13.66 | 171% |
| Returns for 3 years | 7.82 | 7.91 | 99% |
| Returns for 5 years | 41.99 | 41.14 | 102% |
| Returns for 10 years | 78.13 | 96.33 | 81% |
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