Ad is loading...
ANWFX vs IOGPX
ANWFX vs IOGPX Comparison
Open Charts ANWFX vs IOGPX
American Funds New Perspective F2
Price$65.67
Change-$2.08 (-3.07%)
VolumeN/A
CapitalizationN/A
Voya Global Insights Portfolio S2
Price$6.92
Change-$0.24 (-3.35%)
VolumeN/A
CapitalizationN/A
ANWFX vs IOGPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ANWFX vs. IOGPX commentary
Dec 19, 2024
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 IOGPX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 149B vs. IOGPX (1.16B). 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 : 23.41 vs. IOGPX (-54.19). ANWFX return over 5 years is better than : 41.99 vs. IOGPX (-59.56).
| 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 | 21.765 | -54.540 | -40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 1.16B | 12,889% |
| Annual Yield % from dividends | 1.03 | 0.00 | - |
| Returns for 1 year | 23.41 | -54.19 | -43% |
| Returns for 3 years | 7.82 | -69.26 | -11% |
| Returns for 5 years | 41.99 | -59.56 | -70% |
| Returns for 10 years | 78.13 | -58.55 | -133% |
View a ticker or compare two or three
VS
VS
Ad is loading...