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ANWFX vs IOGPX
ANWFX vs IOGPX Comparison
Open Charts ANWFX vs IOGPX
American Funds New Perspective F2
Price$65.37
Change+$0.53 (+0.82%)
VolumeN/A
Net Assets145.83B
Voya Global Insights Portfolio S2
Price$7.09
Change+$0.10 (+1.43%)
VolumeN/A
Net Assets1.06B
ANWFX vs IOGPX Comparison Chart
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ANWFX vs. IOGPX commentary
May 14, 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: 146B vs. IOGPX (1.06B). ANWFX pays higher dividends than IOGPX: ANWFX (0.78) 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 : 8.67 vs. IOGPX (-56.72). ANWFX return over 5 years is better than : 56.12 vs. IOGPX (-55.00).
| 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 | 5.794 | 2.044 | 283% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 146B | 1.06B | 13,735% |
| Annual Yield % from dividends | 0.78 | 0.00 | - |
| Returns for 1 year | 8.67 | -56.72 | -15% |
| Returns for 3 years | 30.49 | -58.79 | -52% |
| Returns for 5 years | 56.12 | -55.00 | -102% |
| Returns for 10 years | 69.04 | -63.25 | -109% |
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