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ANWFX vs GESOX
ANWFX vs GESOX Comparison
Open Charts ANWFX vs GESOX
American Funds New Perspective F2
Price$55.30
Change-$3.59 (-6.10%)
VolumeN/A
Net Assets133.48B
Lazard Global Equity Select Port Open
Price$16.29
Change-$0.98 (-5.67%)
VolumeN/A
Net Assets83.55M
ANWFX vs GESOX Comparison Chart
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ANWFX vs. GESOX commentary
Apr 06, 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 GESOX is a Hold.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 133B vs. GESOX (83.6M). ANWFX pays higher dividends than GESOX: ANWFX (0.80) vs GESOX (0.29). ANWFX was incepted earlier than GESOX: ANWFX (17 years) vs GESOX (11 years). GESOX (1.57) is less costly to investors than ANWFX (0.52). ANWFX is a more actively managed with annual turnover of: 24.00 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 : -0.46 vs. GESOX (-5.51). ANWFX return over 5 years is better than : 63.38 vs. GESOX (51.55).
| ANWFX | GESOX | ANWFX / GESOX | |
| Total Expense Ratio | 0.52 | 1.15 | 45% |
| Annual Report Gross Expense Ratio | 0.52 | 1.57 | 33% |
| Fund Existence | 17 years | 11 years | - |
| Gain YTD | -4.693 | -5.318 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 83.6M | 159,091% |
| Annual Yield % from dividends | 0.80 | 0.29 | 274% |
| Returns for 1 year | -0.46 | -5.51 | 8% |
| Returns for 3 years | 0.66 | 1.74 | 38% |
| Returns for 5 years | 63.38 | 51.55 | 123% |
| Returns for 10 years | 57.58 | 64.86 | 89% |
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