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ANWFX vs IGMSX
ANWFX vs IGMSX Comparison
Open Charts ANWFX vs IGMSX
American Funds New Perspective F2
Price$63.08
Change+$0.41 (+0.65%)
VolumeN/A
Net Assets144.81B
Voya Global Insights Portfolio S
Price$8.14
Change+$0.07 (+0.87%)
VolumeN/A
Net Assets1.13B
ANWFX vs IGMSX Comparison Chart
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ANWFX vs. IGMSX commentary
Jan 19, 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 StrongBuy and IGMSX is a Hold.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 145B vs. IGMSX (1.13B). ANWFX pays higher dividends than IGMSX: ANWFX (1.03) vs IGMSX (0.00). ANWFX was incepted earlier than IGMSX: ANWFX (16 years) vs IGMSX (23 years). IGMSX is a more actively managed with annual turnover of: 107.00 vs. ANWFX (17.00). 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 : 15.65 vs. IGMSX (-49.97). ANWFX return over 5 years is better than : 32.82 vs. IGMSX (-57.41).
| ANWFX | IGMSX | ANWFX / IGMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 2.088 | 3.299 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 1.13B | 12,843% |
| Annual Yield % from dividends | 1.03 | 0.00 | - |
| Returns for 1 year | 15.65 | -49.97 | -31% |
| Returns for 3 years | 2.82 | -64.58 | -4% |
| Returns for 5 years | 32.82 | -57.41 | -57% |
| Returns for 10 years | 78.93 | -53.03 | -149% |
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