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ANWFX vs IGMIX
ANWFX vs IGMIX Comparison
Open Charts ANWFX vs IGMIX
American Funds New Perspective F2
Price$69.64
Change-$0.42 (-0.60%)
VolumeN/A
Net Assets155.64B
Voya Global Insights Portfolio I
Price$10.29
Change-$0.07 (-0.68%)
VolumeN/A
Net Assets1.12B
ANWFX vs IGMIX Comparison Chart in %
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ANWFX vs. IGMIX commentary
Jul 14, 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 IGMIX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 156B vs. IGMIX (1.12B). ANWFX pays higher dividends than IGMIX: ANWFX (0.70) vs IGMIX (0.00). ANWFX was incepted earlier than IGMIX: ANWFX (17 years) vs IGMIX (23 years). IGMIX (0.87) is less costly to investors than ANWFX (0.52). IGMIX is a more actively managed with annual turnover of: 126.00 vs. ANWFX (24.00). 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 : 9.90 vs. IGMIX (-47.66). ANWFX return over 5 years is better than : 41.74 vs. IGMIX (-47.93).
| ANWFX | IGMIX | ANWFX / IGMIX | |
| Total Expense Ratio | 0.52 | 0.76 | 68% |
| Annual Report Gross Expense Ratio | 0.52 | 0.87 | 60% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 12.704 | 9.701 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 1.12B | 13,978% |
| Annual Yield % from dividends | 0.70 | 0.00 | - |
| Returns for 1 year | 9.90 | -47.66 | -21% |
| Returns for 3 years | 47.69 | -42.96 | -111% |
| Returns for 5 years | 41.74 | -47.93 | -87% |
| Returns for 10 years | 82.53 | -48.09 | -172% |
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