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ANWFX vs IOGPX
ANWFX vs IOGPX Comparison
Open Charts ANWFX vs IOGPX
American Funds New Perspective F2
Price$63.08
Change+$0.41 (+0.65%)
VolumeN/A
Net Assets144.81B
Voya Global Insights Portfolio S2
Price$7.07
Change+$0.06 (+0.86%)
VolumeN/A
Net Assets1.13B
ANWFX vs IOGPX Comparison Chart
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ANWFX vs. IOGPX commentary
Jan 19, 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 StrongBuy and IOGPX is a Hold.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 145B vs. IOGPX (1.13B). ANWFX pays higher dividends than IOGPX: ANWFX (1.03) vs IOGPX (0.00). ANWFX was incepted earlier than IOGPX: ANWFX (16 years) vs IOGPX (16 years). IOGPX is a more actively managed with annual turnover of: 107.00 vs. ANWFX (17.00). IOGPX has a lower initial minimum investment than ANWFX: IOGPX (0) vs ANWFX (250). ANWFX annual gain was more profitable for investors over the last year : 15.65 vs. IOGPX (-53.97). ANWFX return over 5 years is better than : 32.82 vs. IOGPX (-61.73).
| ANWFX | IOGPX | ANWFX / IOGPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 16 years | - |
| Gain YTD | 2.088 | 3.212 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 1.13B | 12,843% |
| Annual Yield % from dividends | 1.03 | 0.00 | - |
| Returns for 1 year | 15.65 | -53.97 | -29% |
| Returns for 3 years | 2.82 | -67.97 | -4% |
| Returns for 5 years | 32.82 | -61.73 | -53% |
| Returns for 10 years | 78.93 | -58.62 | -135% |