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ANWFX vs IOGPX
ANWFX vs IOGPX Comparison
Open Charts ANWFX vs IOGPX
American Funds New Perspective F2
Price$64.70
Change-$0.39 (-0.60%)
VolumeN/A
CapitalizationN/A
Voya Global Insights Portfolio S2
Price$8.47
Change+$0.02 (+0.24%)
VolumeN/A
CapitalizationN/A
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ANWFX vs IOGPX Comparison Chart
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ANWFX vs. IOGPX commentary
Sep 21, 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 StrongBuy and IOGPX is a StrongBuy.
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 : 23.14 vs. IOGPX (-39.56). ANWFX return over 5 years is better than : 46.56 vs. IOGPX (-47.32).
| 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 | 16.283 | -46.349 | -35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 1.13B | 12,855% |
| Annual Yield % from dividends | 1.03 | 0.00 | - |
| Returns for 1 year | 23.14 | -39.56 | -58% |
| Returns for 3 years | -3.67 | -64.95 | 6% |
| Returns for 5 years | 46.56 | -47.32 | -98% |
| Returns for 10 years | 72.50 | -50.92 | -142% |
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