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ANWFX vs IGMIX
ANWFX vs IGMIX Comparison
Open Charts ANWFX vs IGMIX
American Funds New Perspective F2
Price$64.84
Change+$1.58 (+2.50%)
VolumeN/A
Net Assets142.32B
Voya Global Insights Portfolio I
Price$9.59
Change+$0.19 (+2.02%)
VolumeN/A
Net Assets1.04B
ANWFX vs IGMIX Comparison Chart
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ANWFX vs. IGMIX commentary
May 13, 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: 142B vs. IGMIX (1.04B). ANWFX pays higher dividends than IGMIX: ANWFX (0.78) 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 : 5.25 vs. IGMIX (-49.30). ANWFX return over 5 years is better than : 51.54 vs. IGMIX (-44.08).
| 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 | 2.379 | 0.213 | 1,116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.04B | 13,615% |
| Annual Yield % from dividends | 0.78 | 0.00 | - |
| Returns for 1 year | 5.25 | -49.30 | -11% |
| Returns for 3 years | 26.28 | -49.60 | -53% |
| Returns for 5 years | 51.54 | -44.08 | -117% |
| Returns for 10 years | 63.59 | -52.17 | -122% |