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ANWFX vs JOGIX
ANWFX vs JOGIX Comparison
Open Charts ANWFX vs JOGIX
American Funds New Perspective F2
Price$68.28
Change+$0.97 (+1.44%)
VolumeN/A
Net Assets149.31B
JOHCM Global Select Institutional
Price$11.66
Change+$0.21 (+1.83%)
VolumeN/A
Net Assets8.61M
ANWFX vs JOGIX Comparison Chart in %
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ANWFX vs. JOGIX commentary
Jun 25, 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 Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 149B vs. JOGIX (8.61M). ANWFX pays higher dividends than JOGIX: ANWFX (0.73) 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 : 8.12 vs. JOGIX (-18.06). ANWFX return over 5 years is better than : 45.26 vs. JOGIX (-25.14).
| 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 | 7.914 | -1.477 | -536% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 8.61M | 1,730,747% |
| Annual Yield % from dividends | 0.73 | 0.00 | - |
| Returns for 1 year | 8.12 | -18.06 | -45% |
| Returns for 3 years | 36.36 | -19.46 | -187% |
| Returns for 5 years | 45.26 | -25.14 | -180% |
| Returns for 10 years | 74.63 | -18.37 | -406% |
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