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ANWFX vs IOGPX
ANWFX vs IOGPX Comparison
Open Charts ANWFX vs IOGPX
American Funds New Perspective F2
Price$67.37
Change+$0.41 (+0.61%)
VolumeN/A
Net Assets150.13B
Voya Global Insights Portfolio S2
Price$7.26
Change+$0.06 (+0.83%)
VolumeN/A
Net Assets1.09B
ANWFX vs IOGPX Comparison Chart
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ANWFX vs. IOGPX commentary
Jun 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 Buy and IOGPX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 150B vs. IOGPX (1.09B). ANWFX pays higher dividends than IOGPX: ANWFX (0.73) 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 : 9.54 vs. IOGPX (-56.83). ANWFX return over 5 years is better than : 44.95 vs. IOGPX (-59.16).
| 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 | 9.031 | 5.109 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150B | 1.09B | 13,787% |
| Annual Yield % from dividends | 0.73 | 0.00 | - |
| Returns for 1 year | 9.54 | -56.83 | -17% |
| Returns for 3 years | 29.41 | -59.87 | -49% |
| Returns for 5 years | 44.95 | -59.16 | -76% |
| Returns for 10 years | 79.38 | -61.47 | -129% |
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