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ANWFX vs JOGIX
ANWFX vs JOGIX Comparison
Open Charts ANWFX vs JOGIX
American Funds New Perspective F2
Price$58.39
Change+$4.26 (+7.87%)
VolumeN/A
Net Assets122.54B
JOHCM Global Select Institutional
Price$9.97
Change+$0.72 (+7.78%)
VolumeN/A
Net Assets18.98M
ANWFX vs JOGIX Comparison Chart
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ANWFX vs. JOGIX commentary
Apr 11, 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 JOGIX is a Hold.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 123B vs. JOGIX (19M). ANWFX pays higher dividends than JOGIX: ANWFX (0.80) vs JOGIX (0.00). ANWFX was incepted earlier than JOGIX: ANWFX (17 years) vs JOGIX (12 years). JOGIX (1.02) is less costly to investors than ANWFX (0.52). JOGIX is a more actively managed with annual turnover of: 86.19 vs. ANWFX (24.00). ANWFX has a lower initial minimum investment than JOGIX: ANWFX (250) vs JOGIX (100000). ANWFX annual gain was more profitable for investors over the last year : -9.53 vs. JOGIX (-33.16). ANWFX return over 5 years is better than : 36.67 vs. JOGIX (-29.59).
| ANWFX | JOGIX | ANWFX / JOGIX | |
| Total Expense Ratio | 0.52 | 0.99 | 53% |
| Annual Report Gross Expense Ratio | 0.52 | 1.02 | 51% |
| Fund Existence | 17 years | 12 years | - |
| Gain YTD | -12.397 | -19.635 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 19M | 647,368% |
| Annual Yield % from dividends | 0.80 | 0.00 | - |
| Returns for 1 year | -9.53 | -33.16 | 29% |
| Returns for 3 years | -5.43 | -43.35 | 13% |
| Returns for 5 years | 36.67 | -29.59 | -124% |
| Returns for 10 years | 42.83 | -35.91 | -119% |