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ANWFX vs IOGPX
ANWFX vs IOGPX Comparison
Open Charts ANWFX vs IOGPX
American Funds New Perspective F2
Price$69.61
Change+$0.19 (+0.27%)
VolumeN/A
Net Assets155.12B
Voya Global Insights Portfolio S2
Price$7.53
Change+$0.03 (+0.40%)
VolumeN/A
Net Assets1.11B
ANWFX vs IOGPX Comparison Chart in %
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ANWFX vs. IOGPX 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 IOGPX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 155B vs. IOGPX (1.12B). ANWFX pays higher dividends than IOGPX: ANWFX (0.70) vs IOGPX (0.00). ANWFX was incepted earlier than IOGPX: ANWFX (17 years) vs IOGPX (16 years). IOGPX (1.27) is less costly to investors than ANWFX (0.52). IOGPX is a more actively managed with annual turnover of: 126.00 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 : 9.12 vs. IOGPX (-56.70). ANWFX return over 5 years is better than : 41.06 vs. IOGPX (-58.76).
| ANWFX | IOGPX | ANWFX / IOGPX | |
| Total Expense Ratio | 0.52 | 1.16 | 45% |
| Annual Report Gross Expense Ratio | 0.52 | 1.27 | 41% |
| Fund Existence | 17 years | 16 years | - |
| Gain YTD | 12.656 | 9.489 | 133% |
| 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 | -56.70 | -16% |
| Returns for 3 years | 46.01 | -54.85 | -84% |
| Returns for 5 years | 41.06 | -58.76 | -70% |
| Returns for 10 years | 81.29 | -61.36 | -132% |
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