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ANWFX vs IGMSX
ANWFX vs IGMSX Comparison
Open Charts ANWFX vs IGMSX
American Funds New Perspective F2
Price$74.27
Change+$0.42 (+0.57%)
VolumeN/A
Net Assets164.4B
Voya Global Insights Portfolio S
Price$8.89
Change+$0.07 (+0.79%)
VolumeN/A
Net Assets1.12B
ANWFX vs IGMSX Comparison Chart in %
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ANWFX vs. IGMSX commentary
Oct 09, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 164B vs. IGMSX (1.12B). ANWFX pays higher dividends than IGMSX: ANWFX (0.67) vs IGMSX (0.15). 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 : 14.20 vs. IGMSX (-7.47). ANWFX return over 5 years is better than : 36.54 vs. IGMSX (-55.50).
| 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 | 20.197 | 12.141 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164B | 1.12B | 14,604% |
| Annual Yield % from dividends | 0.67 | 0.15 | 458% |
| Returns for 1 year | 14.20 | -7.47 | -190% |
| Returns for 3 years | 65.28 | -32.90 | -198% |
| Returns for 5 years | 36.54 | -55.50 | -66% |
| Returns for 10 years | 102.70 | -46.73 | -220% |
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