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ANWFX vs IGMSX
ANWFX vs IGMSX Comparison
Open Charts ANWFX vs IGMSX
American Funds New Perspective F2
Price$69.61
Change+$0.19 (+0.27%)
VolumeN/A
Net Assets155.12B
Voya Global Insights Portfolio S
Price$8.68
Change+$0.04 (+0.46%)
VolumeN/A
Net Assets1.11B
ANWFX vs IGMSX Comparison Chart in %
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ANWFX vs. IGMSX commentary
Jul 17, 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: 155B 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 : 9.12 vs. IGMSX (-52.94). ANWFX return over 5 years is better than : 41.06 vs. IGMSX (-54.10).
| 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 | 12.656 | 9.645 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 1.12B | 13,901% |
| Annual Yield % from dividends | 0.70 | 0.00 | - |
| Returns for 1 year | 9.12 | -52.94 | -17% |
| Returns for 3 years | 46.01 | -50.06 | -92% |
| Returns for 5 years | 41.06 | -54.10 | -76% |
| Returns for 10 years | 81.29 | -56.16 | -145% |
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