Ad is loading...
ANWFX vs IOGPX
ANWFX vs IOGPX Comparison
Open Charts ANWFX vs IOGPX
American Funds New Perspective F2
Price$58.39
Change+$4.26 (+7.87%)
VolumeN/A
Net Assets122.54B
Voya Global Insights Portfolio S2
Price$6.34
Change+$0.46 (+7.82%)
VolumeN/A
Net Assets905.38M
ANWFX vs IOGPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ANWFX vs. IOGPX commentary
Apr 10, 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 IOGPX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 123B vs. IOGPX (905M). ANWFX pays higher dividends than IOGPX: ANWFX (0.80) vs IOGPX (0.00). ANWFX was incepted earlier than IOGPX: ANWFX (17 years) vs IOGPX (16 years). IOGPX (1.26) is less costly to investors than ANWFX (0.52). IOGPX is a more actively managed with annual turnover of: 107.00 vs. ANWFX (24.00). 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 : -9.53 vs. IOGPX (-63.99). ANWFX return over 5 years is better than : 36.67 vs. IOGPX (-59.81).
| ANWFX | IOGPX | ANWFX / IOGPX | |
| Total Expense Ratio | 0.52 | 1.15 | 45% |
| Annual Report Gross Expense Ratio | 0.52 | 1.26 | 41% |
| Fund Existence | 17 years | 16 years | - |
| Gain YTD | -12.397 | -14.161 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 905M | 13,591% |
| Annual Yield % from dividends | 0.80 | 0.00 | - |
| Returns for 1 year | -9.53 | -63.99 | 15% |
| Returns for 3 years | -5.43 | -69.72 | 8% |
| Returns for 5 years | 36.67 | -59.81 | -61% |
| Returns for 10 years | 42.83 | -68.66 | -62% |