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ANWFX vs IGMAX
ANWFX vs IGMAX Comparison
Open Charts ANWFX vs IGMAX
American Funds New Perspective F2
Price$65.43
Change+$0.27 (+0.41%)
VolumeN/A
CapitalizationN/A
Voya Global Insights Portfolio ADV
Price$7.75
Change+$0.07 (+0.91%)
VolumeN/A
CapitalizationN/A
ANWFX vs IGMAX Comparison Chart
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ANWFX vs. IGMAX commentary
Nov 23, 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 StrongBuy and IGMAX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 144B vs. IGMAX (1.15B). 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 : 18.74 vs. IGMAX (-50.95). ANWFX return over 5 years is better than : 42.41 vs. IGMAX (-55.96).
| 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 | 17.595 | -52.541 | -33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 1.15B | 12,576% |
| Annual Yield % from dividends | 1.03 | 0.00 | - |
| Returns for 1 year | 18.74 | -50.95 | -37% |
| Returns for 3 years | -6.36 | -68.88 | 9% |
| Returns for 5 years | 42.41 | -55.96 | -76% |
| Returns for 10 years | 70.20 | -56.80 | -124% |
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