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ANWFX vs JOGIX
ANWFX vs JOGIX Comparison
Open Charts ANWFX vs JOGIX
American Funds New Perspective F2
Price$64.37
Change-$0.93 (-1.42%)
VolumeN/A
CapitalizationN/A
JOHCM Global Select Institutional
Price$14.72
Change-$0.27 (-1.80%)
VolumeN/A
CapitalizationN/A
ANWFX vs JOGIX Comparison Chart
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ANWFX vs. JOGIX commentary
Nov 18, 2024
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 StrongSell and JOGIX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 142B vs. JOGIX (38.4M). JOGIX pays higher dividends than ANWFX: JOGIX (1.55) vs ANWFX (1.03). ANWFX was incepted earlier than JOGIX: ANWFX (16 years) vs JOGIX (12 years). JOGIX is a more actively managed with annual turnover of: 42.65 vs. ANWFX (17.00). ANWFX has a lower initial minimum investment than JOGIX: ANWFX (250) vs JOGIX (100000). ANWFX (18.37) and JOGIX (17.53) have marching annual gain over last year. ANWFX return over 5 years is better than : 40.07 vs. JOGIX (-9.81).
| ANWFX | JOGIX | ANWFX / JOGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 12 years | - |
| Gain YTD | 15.690 | 18.233 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 38.4M | 369,792% |
| Annual Yield % from dividends | 1.03 | 1.55 | 66% |
| Returns for 1 year | 18.37 | 17.53 | 105% |
| Returns for 3 years | -9.64 | -36.74 | 26% |
| Returns for 5 years | 40.07 | -9.81 | -409% |
| Returns for 10 years | 68.73 | 12.32 | 558% |
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