Ad is loading...
ANWFX vs GQRIX
ANWFX vs GQRIX Comparison
Open Charts ANWFX vs GQRIX
American Funds New Perspective F2
Price$63.08
Change+$0.41 (+0.65%)
VolumeN/A
Net Assets143.88B
GQG Partners Global Quality Equity Instl
Price$18.97
Change+$0.10 (+0.53%)
VolumeN/A
Net Assets3.4B
ANWFX vs GQRIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ANWFX vs. GQRIX 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 GQRIX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 144B vs. GQRIX (3.4B). GQRIX pays higher dividends than ANWFX: GQRIX (1.17) vs ANWFX (1.03). ANWFX was incepted earlier than GQRIX: ANWFX (16 years) vs GQRIX (6 years). GQRIX is a more actively managed with annual turnover of: 139.00 vs. ANWFX (17.00). ANWFX has a lower initial minimum investment than GQRIX: ANWFX (250) vs GQRIX (500000). ANWFX annual gain was more profitable for investors over the last year : 15.65 vs. GQRIX (13.92). GQRIX return over 5 years is better than : 74.14 vs. ANWFX (32.82).
| ANWFX | GQRIX | ANWFX / GQRIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 2.088 | 1.825 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 3.4B | 4,239% |
| Annual Yield % from dividends | 1.03 | 1.17 | 88% |
| Returns for 1 year | 15.65 | 13.92 | 112% |
| Returns for 3 years | 2.82 | 33.79 | 8% |
| Returns for 5 years | 32.82 | 74.14 | 44% |
| Returns for 10 years | 78.93 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers