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ANWFX vs GESOX
ANWFX vs GESOX Comparison
Open Charts ANWFX vs GESOX
American Funds New Perspective F2
Price$63.21
Change-$0.05 (-0.08%)
VolumeN/A
CapitalizationN/A
Lazard Global Equity Select Port Open
Price$18.57
Change+$0.01 (+0.05%)
VolumeN/A
CapitalizationN/A
ANWFX vs GESOX Comparison Chart
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ANWFX vs. GESOX commentary
Dec 27, 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 GESOX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 146B vs. GESOX (100M). ANWFX pays higher dividends than GESOX: ANWFX (1.03) vs GESOX (0.47). ANWFX was incepted earlier than GESOX: ANWFX (16 years) vs GESOX (11 years). ANWFX is a more actively managed with annual turnover of: 17.00 vs. GESOX (5.00). ANWFX has a lower initial minimum investment than GESOX: ANWFX (250) vs GESOX (2500). ANWFX annual gain was more profitable for investors over the last year : 15.30 vs. GESOX (6.18). ANWFX return over 5 years is better than : 37.32 vs. GESOX (28.93).
| ANWFX | GESOX | ANWFX / GESOX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 11 years | - |
| Gain YTD | 14.579 | 5.396 | 270% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 146B | 100M | 146,000% |
| Annual Yield % from dividends | 1.03 | 0.47 | 220% |
| Returns for 1 year | 15.30 | 6.18 | 248% |
| Returns for 3 years | -2.00 | 0.93 | -215% |
| Returns for 5 years | 37.32 | 28.93 | 129% |
| Returns for 10 years | 77.23 | 80.39 | 96% |
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