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ANWFX vs GESIX
ANWFX vs GESIX Comparison
Open Charts ANWFX vs GESIX
American Funds New Perspective F2
Price$63.08
Change+$0.41 (+0.65%)
VolumeN/A
Net Assets144.81B
Lazard Global Equity Select Port Instl
Price$18.44
Change+$0.08 (+0.44%)
VolumeN/A
Net Assets99.79M
ANWFX vs GESIX Comparison Chart
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ANWFX vs. GESIX 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 GESIX is a Hold.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 145B vs. GESIX (99.8M). 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 : 15.65 vs. GESIX (6.64). ANWFX return over 5 years is better than : 32.82 vs. GESIX (26.08).
| 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 | 2.088 | 1.096 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 99.8M | 145,291% |
| Annual Yield % from dividends | 1.03 | 0.72 | 143% |
| Returns for 1 year | 15.65 | 6.64 | 236% |
| Returns for 3 years | 2.82 | 6.31 | 45% |
| Returns for 5 years | 32.82 | 26.08 | 126% |
| Returns for 10 years | 78.93 | 87.61 | 90% |
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