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ANWFX vs IGMSX
ANWFX vs IGMSX Comparison
Open Charts ANWFX vs IGMSX
American Funds New Perspective F2
Price$66.96
Change-$0.25 (-0.37%)
VolumeN/A
Net Assets150.71B
Voya Global Insights Portfolio S
Price$8.29
Change-$0.06 (-0.72%)
VolumeN/A
Net Assets1.1B
ANWFX vs IGMSX Comparison Chart
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ANWFX vs. IGMSX commentary
Jun 06, 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 IGMSX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 151B vs. IGMSX (1.1B). ANWFX pays higher dividends than IGMSX: ANWFX (0.73) vs IGMSX (0.00). ANWFX was incepted earlier than IGMSX: ANWFX (17 years) vs IGMSX (23 years). IGMSX (1.12) is less costly to investors than ANWFX (0.52). IGMSX is a more actively managed with annual turnover of: 126.00 vs. ANWFX (24.00). IGMSX has a lower initial minimum investment than ANWFX: IGMSX (0) vs ANWFX (250). ANWFX annual gain was more profitable for investors over the last year : 9.48 vs. IGMSX (-52.80). ANWFX return over 5 years is better than : 44.60 vs. IGMSX (-54.25).
| ANWFX | IGMSX | ANWFX / IGMSX | |
| Total Expense Ratio | 0.52 | 1.01 | 51% |
| Annual Report Gross Expense Ratio | 0.52 | 1.12 | 46% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 8.772 | 5.964 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 1.1B | 13,777% |
| Annual Yield % from dividends | 0.73 | 0.00 | - |
| Returns for 1 year | 9.48 | -52.80 | -18% |
| Returns for 3 years | 29.91 | -54.89 | -54% |
| Returns for 5 years | 44.60 | -54.25 | -82% |
| Returns for 10 years | 78.75 | -56.18 | -140% |