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ANWFX vs GESIX
ANWFX vs GESIX Comparison
Open Charts ANWFX vs GESIX
American Funds New Perspective F2
Price$58.15
Change+$1.02 (+1.79%)
VolumeN/A
Net Assets129.28B
Lazard Global Equity Select Port Instl
Price$16.93
Change+$0.30 (+1.80%)
VolumeN/A
Net Assets80.31M
ANWFX vs GESIX Comparison Chart
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ANWFX vs. GESIX commentary
Apr 12, 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 GESIX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 129B vs. GESIX (80.3M). ANWFX pays higher dividends than GESIX: ANWFX (0.80) vs GESIX (0.58). ANWFX was incepted earlier than GESIX: ANWFX (17 years) vs GESIX (11 years). GESIX (0.88) is less costly to investors than ANWFX (0.52). ANWFX is a more actively managed with annual turnover of: 24.00 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 : -2.46 vs. GESIX (-9.16). ANWFX return over 5 years is better than : 46.82 vs. GESIX (35.31).
| ANWFX | GESIX | ANWFX / GESIX | |
| Total Expense Ratio | 0.52 | 0.88 | 59% |
| Annual Report Gross Expense Ratio | 0.52 | 0.88 | 59% |
| Fund Existence | 17 years | 11 years | - |
| Gain YTD | -5.891 | -8.827 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 80.3M | 160,648% |
| Annual Yield % from dividends | 0.80 | 0.58 | 138% |
| Returns for 1 year | -2.46 | -9.16 | 27% |
| Returns for 3 years | 4.14 | 1.74 | 238% |
| Returns for 5 years | 46.82 | 35.31 | 133% |
| Returns for 10 years | 53.83 | 59.34 | 91% |
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