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ANWFX vs IGMIX
ANWFX vs IGMIX Comparison
Open Charts ANWFX vs IGMIX
American Funds New Perspective F2
Price$63.08
Change+$0.41 (+0.65%)
VolumeN/A
Net Assets144.81B
Voya Global Insights Portfolio I
Price$9.69
Change+$0.09 (+0.94%)
VolumeN/A
Net Assets1.13B
ANWFX vs IGMIX Comparison Chart
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ANWFX vs. IGMIX commentary
Jan 19, 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 IGMIX is a Hold.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 145B vs. IGMIX (1.13B). ANWFX pays higher dividends than IGMIX: ANWFX (1.03) vs IGMIX (0.05). ANWFX was incepted earlier than IGMIX: ANWFX (16 years) vs IGMIX (23 years). IGMIX is a more actively managed with annual turnover of: 107.00 vs. ANWFX (17.00). IGMIX has a lower initial minimum investment than ANWFX: IGMIX (0) vs ANWFX (250). ANWFX annual gain was more profitable for investors over the last year : 15.65 vs. IGMIX (-44.88). ANWFX return over 5 years is better than : 32.82 vs. IGMIX (-51.50).
| ANWFX | IGMIX | ANWFX / IGMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 2.088 | 3.305 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 1.13B | 12,843% |
| Annual Yield % from dividends | 1.03 | 0.05 | 2,248% |
| Returns for 1 year | 15.65 | -44.88 | -35% |
| Returns for 3 years | 2.82 | -60.04 | -5% |
| Returns for 5 years | 32.82 | -51.50 | -64% |
| Returns for 10 years | 78.93 | -45.03 | -175% |
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