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ANWFX vs JOGIX
ANWFX vs JOGIX Comparison
Open Charts ANWFX vs JOGIX
American Funds New Perspective F2
Price$65.67
Change-$2.08 (-3.07%)
VolumeN/A
CapitalizationN/A
JOHCM Global Select Institutional
Price$11.57
Change-$0.49 (-4.06%)
VolumeN/A
CapitalizationN/A
ANWFX vs JOGIX Comparison Chart
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ANWFX vs. JOGIX commentary
Dec 19, 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 Buy and JOGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 149B vs. JOGIX (40.2M). 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 annual gain was more profitable for investors over the last year : 23.41 vs. JOGIX (-0.90). ANWFX return over 5 years is better than : 41.99 vs. JOGIX (-16.85).
| 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 | 21.765 | -2.410 | -903% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 40.2M | 370,647% |
| Annual Yield % from dividends | 1.03 | 1.55 | 66% |
| Returns for 1 year | 23.41 | -0.90 | -2,609% |
| Returns for 3 years | 7.82 | -35.60 | -22% |
| Returns for 5 years | 41.99 | -16.85 | -249% |
| Returns for 10 years | 78.13 | -7.76 | -1,007% |
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