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ANWFX vs IGMSX
ANWFX vs IGMSX Comparison
Open Charts ANWFX vs IGMSX
American Funds New Perspective F2
Price$61.33
Change+$0.36 (+0.59%)
VolumeN/A
Net Assets137.47B
Voya Global Insights Portfolio S
Price$7.77
Change+$0.03 (+0.39%)
VolumeN/A
Net Assets1.04B
ANWFX vs IGMSX Comparison Chart
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ANWFX vs. IGMSX commentary
Apr 04, 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 IGMSX is a Hold.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 137B vs. IGMSX (1.04B). ANWFX pays higher dividends than IGMSX: ANWFX (0.80) vs IGMSX (0.00). ANWFX was incepted earlier than IGMSX: ANWFX (17 years) vs IGMSX (23 years). IGMSX (1.11) is less costly to investors than ANWFX (0.52). IGMSX is a more actively managed with annual turnover of: 107.00 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 : 3.10 vs. IGMSX (-55.00). ANWFX return over 5 years is better than : 70.15 vs. IGMSX (-42.73).
| ANWFX | IGMSX | ANWFX / IGMSX | |
| Total Expense Ratio | 0.52 | 1.00 | 52% |
| Annual Report Gross Expense Ratio | 0.52 | 1.11 | 47% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | -0.744 | -1.777 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.04B | 13,198% |
| Annual Yield % from dividends | 0.80 | 0.00 | - |
| Returns for 1 year | 3.10 | -55.00 | -6% |
| Returns for 3 years | 4.32 | -63.07 | -7% |
| Returns for 5 years | 70.15 | -42.73 | -164% |
| Returns for 10 years | 65.10 | -58.70 | -111% |
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