Interact to see
Advertisement
Advertisement
ANWFX vs IGMSX
ANWFX vs IGMSX Comparison
Open Charts ANWFX vs IGMSX
American Funds New Perspective F2
Price$74.05
Change+$0.55 (+0.75%)
VolumeN/A
Net Assets161.65B
Voya Global Insights Portfolio S
Price$8.88
Change+$0.10 (+1.14%)
VolumeN/A
Net Assets1.1B
ANWFX vs IGMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ANWFX vs. IGMSX commentary
Nov 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 162B vs. IGMSX (1.1B). ANWFX pays higher dividends than IGMSX: ANWFX (0.65) vs IGMSX (0.17). ANWFX was incepted earlier than IGMSX: ANWFX (17 years) vs IGMSX (24 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 : 13.62 vs. IGMSX (7.41). ANWFX return over 5 years is better than : 27.40 vs. IGMSX (-59.46).
| 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 | 24 years | - |
| Gain YTD | 19.841 | 11.633 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 1.1B | 14,674% |
| Annual Yield % from dividends | 0.65 | 0.17 | 391% |
| Returns for 1 year | 13.62 | 7.41 | 184% |
| Returns for 3 years | 48.78 | -40.00 | -122% |
| Returns for 5 years | 27.40 | -59.46 | -46% |
| Returns for 10 years | 94.93 | -48.16 | -197% |