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ANWFX vs IOGPX
ANWFX vs IOGPX Comparison
Open Charts ANWFX vs IOGPX
American Funds New Perspective F2
Price$70.24
Change+$0.55 (+0.79%)
VolumeN/A
Net Assets155.4B
Voya Global Insights Portfolio S2
Price$6.87
Change+$0.08 (+1.18%)
VolumeN/A
Net Assets1.11B
ANWFX vs IOGPX Comparison Chart in %
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ANWFX vs. IOGPX commentary
Aug 07, 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 Hold and IOGPX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 155B vs. IOGPX (1.11B). 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 : 18.91 vs. IOGPX (-12.24). ANWFX return over 5 years is better than : 38.34 vs. IOGPX (-62.30).
| 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 | 13.675 | -0.704 | -1,942% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 1.11B | 13,951% |
| Annual Yield % from dividends | 0.70 | 0.00 | - |
| Returns for 1 year | 18.91 | -12.24 | -155% |
| Returns for 3 years | 37.02 | -54.90 | -67% |
| Returns for 5 years | 38.34 | -62.30 | -62% |
| Returns for 10 years | 85.28 | -61.37 | -139% |