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ANWFX vs IGMSX
ANWFX vs IGMSX Comparison
Open Charts ANWFX vs IGMSX
American Funds New Perspective F2
Price$60.84
Change+$1.16 (+1.94%)
VolumeN/A
Net Assets134.95B
Voya Global Insights Portfolio S
Price$7.59
Change+$0.14 (+1.88%)
VolumeN/A
Net Assets990.03M
ANWFX vs IGMSX Comparison Chart
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ANWFX vs. IGMSX commentary
Apr 25, 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: 135B vs. IGMSX (990M). 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 : 0.90 vs. IGMSX (-55.60). ANWFX return over 5 years is better than : 43.59 vs. IGMSX (-51.95).
| 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 | -4.920 | -5.457 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 990M | 13,636% |
| Annual Yield % from dividends | 0.80 | 0.00 | - |
| Returns for 1 year | 0.90 | -55.60 | -2% |
| Returns for 3 years | 8.26 | -60.62 | -14% |
| Returns for 5 years | 43.59 | -51.95 | -84% |
| Returns for 10 years | 52.46 | -60.86 | -86% |
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