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ANWFX vs IGMIX
ANWFX vs IGMIX Comparison
Open Charts ANWFX vs IGMIX
American Funds New Perspective F2
Price$60.97
Change+$0.35 (+0.58%)
VolumeN/A
Net Assets137.47B
Voya Global Insights Portfolio I
Price$9.21
Change+$0.03 (+0.33%)
VolumeN/A
Net Assets1.04B
ANWFX vs IGMIX Comparison Chart
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ANWFX vs. IGMIX commentary
Apr 02, 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 Hold.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 137B vs. IGMIX (1.04B). ANWFX pays higher dividends than IGMIX: ANWFX (0.80) vs IGMIX (0.00). ANWFX was incepted earlier than IGMIX: ANWFX (17 years) vs IGMIX (23 years). IGMIX (0.86) is less costly to investors than ANWFX (0.52). IGMIX is a more actively managed with annual turnover of: 107.00 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 : 1.25 vs. IGMIX (-51.17). ANWFX return over 5 years is better than : 68.50 vs. IGMIX (-35.63).
| ANWFX | IGMIX | ANWFX / IGMIX | |
| Total Expense Ratio | 0.52 | 0.75 | 69% |
| Annual Report Gross Expense Ratio | 0.52 | 0.86 | 60% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | -1.894 | -2.345 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.04B | 13,224% |
| Annual Yield % from dividends | 0.80 | 0.00 | - |
| Returns for 1 year | 1.25 | -51.17 | -2% |
| Returns for 3 years | 3.11 | -58.61 | -5% |
| Returns for 5 years | 68.50 | -35.63 | -192% |
| Returns for 10 years | 63.19 | -51.95 | -122% |
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