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ANWFX vs IGMIX
ANWFX vs IGMIX Comparison
Open Charts ANWFX vs IGMIX
American Funds New Perspective F2
Price$73.85
Change-$0.41 (-0.55%)
VolumeN/A
Net Assets164.4B
Voya Global Insights Portfolio I
Price$10.64
Change-$0.07 (-0.65%)
VolumeN/A
Net Assets1.13B
ANWFX vs IGMIX Comparison Chart in %
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ANWFX vs. IGMIX commentary
Oct 08, 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 Hold and IGMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 164B vs. IGMIX (1.13B). ANWFX pays higher dividends than IGMIX: ANWFX (0.67) vs IGMIX (0.32). 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 : 14.15 vs. IGMIX (-2.33). ANWFX return over 5 years is better than : 37.39 vs. IGMIX (-47.88).
| 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 | 19.518 | 14.639 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164B | 1.13B | 14,500% |
| Annual Yield % from dividends | 0.67 | 0.32 | 211% |
| Returns for 1 year | 14.15 | -2.33 | -606% |
| Returns for 3 years | 64.35 | -23.48 | -274% |
| Returns for 5 years | 37.39 | -47.88 | -78% |
| Returns for 10 years | 101.55 | -36.49 | -278% |
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