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ANWFX vs GQRPX
ANWFX vs GQRPX Comparison
Open Charts ANWFX vs GQRPX
American Funds New Perspective F2
Price$65.67
Change-$2.08 (-3.07%)
VolumeN/A
CapitalizationN/A
GQG Partners Global Quality Equity I
Price$18.90
Change-$1.50 (-7.35%)
VolumeN/A
CapitalizationN/A
ANWFX vs GQRPX Comparison Chart
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ANWFX vs. GQRPX commentary
Dec 19, 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 GQRPX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 149B vs. GQRPX (3.55B). ANWFX (1.03) and GQRPX (1.03) have matching dividends . ANWFX was incepted earlier than GQRPX: ANWFX (16 years) vs GQRPX (6 years). GQRPX is a more actively managed with annual turnover of: 139.00 vs. ANWFX (17.00). ANWFX has a lower initial minimum investment than GQRPX: ANWFX (250) vs GQRPX (2500). GQRPX annual gain was more profitable for investors over the last year : 24.91 vs. ANWFX (23.41). GQRPX return over 5 years is better than : 92.12 vs. ANWFX (41.99).
| ANWFX | GQRPX | ANWFX / GQRPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 21.765 | 24.239 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 3.55B | 4,194% |
| Annual Yield % from dividends | 1.03 | 1.03 | 100% |
| Returns for 1 year | 23.41 | 24.91 | 94% |
| Returns for 3 years | 7.82 | 46.84 | 17% |
| Returns for 5 years | 41.99 | 92.12 | 46% |
| Returns for 10 years | 78.13 | N/A | - |
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