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ANWFX vs IGMAX
ANWFX vs IGMAX Comparison
Open Charts ANWFX vs IGMAX
American Funds New Perspective F2
Price$58.30
Change+$0.30 (+0.52%)
VolumeN/A
Net Assets131.19B
Voya Global Insights Portfolio ADV
Price$6.94
Change+$0.05 (+0.73%)
VolumeN/A
Net Assets969.17M
ANWFX vs IGMAX Comparison Chart
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ANWFX vs. IGMAX commentary
Apr 18, 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 Buy and IGMAX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 131B vs. IGMAX (969M). ANWFX pays higher dividends than IGMAX: ANWFX (0.80) vs IGMAX (0.00). ANWFX was incepted earlier than IGMAX: ANWFX (17 years) vs IGMAX (23 years). IGMAX (1.36) is less costly to investors than ANWFX (0.52). IGMAX is a more actively managed with annual turnover of: 107.00 vs. ANWFX (24.00). IGMAX has a lower initial minimum investment than ANWFX: IGMAX (0) vs ANWFX (250). ANWFX annual gain was more profitable for investors over the last year : 1.33 vs. IGMAX (-57.60). ANWFX return over 5 years is better than : 41.08 vs. IGMAX (-55.72).
| ANWFX | IGMAX | ANWFX / IGMAX | |
| Total Expense Ratio | 0.52 | 1.25 | 42% |
| Annual Report Gross Expense Ratio | 0.52 | 1.36 | 38% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | -5.648 | -7.764 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 969M | 13,519% |
| Annual Yield % from dividends | 0.80 | 0.00 | - |
| Returns for 1 year | 1.33 | -57.60 | -2% |
| Returns for 3 years | 4.41 | -64.32 | -7% |
| Returns for 5 years | 41.08 | -55.72 | -74% |
| Returns for 10 years | 54.58 | -63.82 | -86% |