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ANWFX vs IGMIX
ANWFX vs IGMIX Comparison
Open Charts ANWFX vs IGMIX
American Funds New Perspective F2
Price$66.68
Change-$0.40 (-0.60%)
VolumeN/A
Net Assets149.31B
Voya Global Insights Portfolio I
Price$9.89
Change-$0.04 (-0.40%)
VolumeN/A
Net Assets1.09B
ANWFX vs IGMIX Comparison Chart in %
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ANWFX vs. IGMIX commentary
Jun 23, 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: 149B vs. IGMIX (1.09B). ANWFX pays higher dividends than IGMIX: ANWFX (0.73) 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 : 7.66 vs. IGMIX (-48.38). ANWFX return over 5 years is better than : 43.98 vs. IGMIX (-47.71).
| 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 | 7.914 | 5.437 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 1.09B | 13,733% |
| Annual Yield % from dividends | 0.73 | 0.00 | - |
| Returns for 1 year | 7.66 | -48.38 | -16% |
| Returns for 3 years | 40.85 | -44.35 | -92% |
| Returns for 5 years | 43.98 | -47.71 | -92% |
| Returns for 10 years | 73.09 | -50.82 | -144% |
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