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ANWFX vs GESIX
ANWFX vs GESIX Comparison
Open Charts ANWFX vs GESIX
American Funds New Perspective F2
Price$64.67
Change-$0.78 (-1.19%)
VolumeN/A
Net Assets149.3B
Lazard Global Equity Select Port Instl
Price$18.96
Change-$0.23 (-1.20%)
VolumeN/A
Net Assets102.48M
ANWFX vs GESIX Comparison Chart
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ANWFX vs. GESIX commentary
Feb 23, 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 GESIX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 149B vs. GESIX (102M). ANWFX pays higher dividends than GESIX: ANWFX (1.03) vs GESIX (0.72). ANWFX was incepted earlier than GESIX: ANWFX (17 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 : 10.67 vs. GESIX (3.91). ANWFX return over 5 years is better than : 35.05 vs. GESIX (30.15).
| ANWFX | GESIX | ANWFX / GESIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 11 years | - |
| Gain YTD | 4.661 | 3.947 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 102M | 146,078% |
| Annual Yield % from dividends | 1.03 | 0.72 | 143% |
| Returns for 1 year | 10.67 | 3.91 | 273% |
| Returns for 3 years | 15.01 | 14.82 | 101% |
| Returns for 5 years | 35.05 | 30.15 | 116% |
| Returns for 10 years | 74.13 | 83.19 | 89% |