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ANWFX vs GQRIX
ANWFX vs GQRIX Comparison
Open Charts ANWFX vs GQRIX
American Funds New Perspective F2
Price$58.89
Change-$2.44 (-3.98%)
VolumeN/A
Net Assets139.04B
GQG Partners Global Quality Equity Instl
Price$18.62
Change-$0.12 (-0.64%)
VolumeN/A
Net Assets3.53B
ANWFX vs GQRIX Comparison Chart
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ANWFX vs. GQRIX commentary
Apr 04, 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 GQRIX is a Hold.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 139B vs. GQRIX (3.53B). GQRIX pays higher dividends than ANWFX: GQRIX (0.97) vs ANWFX (0.80). ANWFX was incepted earlier than GQRIX: ANWFX (17 years) vs GQRIX (6 years). GQRIX (0.71) is less costly to investors than ANWFX (0.52). GQRIX is a more actively managed with annual turnover of: 97.00 vs. ANWFX (24.00). 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 : 2.57 vs. GQRIX (-4.78). GQRIX return over 5 years is better than : 112.62 vs. ANWFX (70.15).
| ANWFX | GQRIX | ANWFX / GQRIX | |
| Total Expense Ratio | 0.52 | 0.71 | 73% |
| Annual Report Gross Expense Ratio | 0.52 | 0.71 | 73% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | -0.744 | 0.590 | -126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 3.53B | 3,941% |
| Annual Yield % from dividends | 0.80 | 0.97 | 82% |
| Returns for 1 year | 2.57 | -4.78 | -54% |
| Returns for 3 years | 2.96 | 27.56 | 11% |
| Returns for 5 years | 70.15 | 112.62 | 62% |
| Returns for 10 years | 63.89 | N/A | - |