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ANWFX vs IGMAX
ANWFX vs IGMAX Comparison
Open Charts ANWFX vs IGMAX
American Funds New Perspective F2
Price$65.65
Change-$0.74 (-1.11%)
VolumeN/A
Net Assets149.21B
Voya Global Insights Portfolio ADV
Price$7.74
Change-$0.12 (-1.53%)
VolumeN/A
Net Assets1.09B
ANWFX vs IGMAX Comparison Chart
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ANWFX vs. IGMAX commentary
May 22, 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: 149B vs. IGMAX (1.09B). ANWFX pays higher dividends than IGMAX: ANWFX (0.78) vs IGMAX (0.00). ANWFX was incepted earlier than IGMAX: ANWFX (17 years) vs IGMAX (23 years). IGMAX (1.37) is less costly to investors than ANWFX (0.52). IGMAX is a more actively managed with annual turnover of: 126.00 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 : 7.18 vs. IGMAX (-54.14). ANWFX return over 5 years is better than : 51.42 vs. IGMAX (-52.80).
| ANWFX | IGMAX | ANWFX / IGMAX | |
| Total Expense Ratio | 0.52 | 1.26 | 41% |
| Annual Report Gross Expense Ratio | 0.52 | 1.37 | 38% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 6.247 | 5.221 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 1.09B | 13,632% |
| Annual Yield % from dividends | 0.78 | 0.00 | - |
| Returns for 1 year | 7.18 | -54.14 | -13% |
| Returns for 3 years | 33.00 | -54.54 | -61% |
| Returns for 5 years | 51.42 | -52.80 | -97% |
| Returns for 10 years | 70.46 | -59.76 | -118% |
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