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ANWFX vs IGMAX
ANWFX vs IGMAX Comparison
Open Charts ANWFX vs IGMAX
American Funds New Perspective F2
Price$64.35
Change+$0.33 (+0.52%)
VolumeN/A
Net Assets146.92B
Voya Global Insights Portfolio ADV
Price$7.82
Change+$0.02 (+0.26%)
VolumeN/A
Net Assets1.14B
ANWFX vs IGMAX Comparison Chart
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ANWFX vs. IGMAX commentary
Jan 23, 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 IGMAX is a Hold.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 147B vs. IGMAX (1.14B). ANWFX pays higher dividends than IGMAX: ANWFX (1.03) vs IGMAX (0.00). ANWFX was incepted earlier than IGMAX: ANWFX (16 years) vs IGMAX (23 years). IGMAX is a more actively managed with annual turnover of: 107.00 vs. ANWFX (17.00). 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 : 16.72 vs. IGMAX (-51.34). ANWFX return over 5 years is better than : 36.84 vs. IGMAX (-58.31).
| ANWFX | IGMAX | ANWFX / IGMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 4.143 | 4.685 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147B | 1.14B | 12,883% |
| Annual Yield % from dividends | 1.03 | 0.00 | - |
| Returns for 1 year | 16.72 | -51.34 | -33% |
| Returns for 3 years | 8.66 | -64.55 | -13% |
| Returns for 5 years | 36.84 | -58.31 | -63% |
| Returns for 10 years | 79.74 | -55.89 | -143% |
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