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ANWFX vs IOGPX
ANWFX vs IOGPX Comparison
Open Charts ANWFX vs IOGPX
American Funds New Perspective F2
Price$64.67
Change-$0.78 (-1.19%)
VolumeN/A
Net Assets147.51B
Voya Global Insights Portfolio S2
Price$7.10
Change-$0.14 (-1.93%)
VolumeN/A
Net Assets1.12B
ANWFX vs IOGPX Comparison Chart
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ANWFX vs. IOGPX commentary
Feb 23, 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 Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 148B vs. IOGPX (1.12B). ANWFX pays higher dividends than IOGPX: ANWFX (1.03) vs IOGPX (0.00). ANWFX was incepted earlier than IOGPX: ANWFX (17 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 : 10.67 vs. IOGPX (-54.75). ANWFX return over 5 years is better than : 35.05 vs. IOGPX (-60.39).
| ANWFX | IOGPX | ANWFX / IOGPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 16 years | - |
| Gain YTD | 4.661 | 3.650 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 1.12B | 13,238% |
| Annual Yield % from dividends | 1.03 | 0.00 | - |
| Returns for 1 year | 10.67 | -54.75 | -19% |
| Returns for 3 years | 15.01 | -64.16 | -23% |
| Returns for 5 years | 35.05 | -60.39 | -58% |
| Returns for 10 years | 74.13 | -60.93 | -122% |
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