Ad is loading...
ANWFX vs GESOX
ANWFX vs GESOX Comparison
Open Charts ANWFX vs GESOX
American Funds New Perspective F2
Price$64.67
Change-$0.78 (-1.19%)
VolumeN/A
Net Assets149.3B
Lazard Global Equity Select Port Open
Price$18.96
Change-$0.22 (-1.15%)
VolumeN/A
Net Assets102.48M
ANWFX vs GESOX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ANWFX vs. GESOX commentary
Feb 22, 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 GESOX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 149B vs. GESOX (102M). ANWFX pays higher dividends than GESOX: ANWFX (1.03) vs GESOX (0.47). ANWFX was incepted earlier than GESOX: ANWFX (17 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 : 14.76 vs. GESOX (6.21). ANWFX return over 5 years is better than : 37.29 vs. GESOX (29.86).
| ANWFX | GESOX | ANWFX / GESOX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 11 years | - |
| Gain YTD | 6.393 | 5.154 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 102M | 146,078% |
| Annual Yield % from dividends | 1.03 | 0.47 | 220% |
| Returns for 1 year | 14.76 | 6.21 | 238% |
| Returns for 3 years | 15.19 | 14.05 | 108% |
| Returns for 5 years | 37.29 | 29.86 | 125% |
| Returns for 10 years | 77.72 | 82.75 | 94% |
View a ticker or compare two or three
VS
VS
Ad is loading...