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ANWFX vs IGMSX
ANWFX vs IGMSX Comparison
Open Charts ANWFX vs IGMSX
American Funds New Perspective F2
Price$70.24
Change+$0.55 (+0.79%)
VolumeN/A
Net Assets156.62B
Voya Global Insights Portfolio S
Price$8.03
Change+$0.09 (+1.13%)
VolumeN/A
Net Assets1.12B
ANWFX vs IGMSX Comparison Chart in %
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ANWFX vs. IGMSX commentary
Aug 08, 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 Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 157B vs. IGMSX (1.12B). ANWFX pays higher dividends than IGMSX: ANWFX (0.70) 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 : 18.91 vs. IGMSX (-8.35). ANWFX return over 5 years is better than : 38.34 vs. IGMSX (-57.48).
| 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 | 13.675 | 0.953 | 1,435% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157B | 1.12B | 13,968% |
| Annual Yield % from dividends | 0.70 | 0.00 | - |
| Returns for 1 year | 18.91 | -8.35 | -226% |
| Returns for 3 years | 37.02 | -49.75 | -74% |
| Returns for 5 years | 38.34 | -57.48 | -67% |
| Returns for 10 years | 85.28 | -55.61 | -153% |