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ANWFX vs JOGIX
ANWFX vs JOGIX Comparison
Open Charts ANWFX vs JOGIX
American Funds New Perspective F2
Price$63.08
Change+$0.41 (+0.65%)
VolumeN/A
Net Assets144.81B
JOHCM Global Select Institutional
Price$11.77
Change+$0.09 (+0.77%)
VolumeN/A
Net Assets29.31M
ANWFX vs JOGIX Comparison Chart
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ANWFX vs. JOGIX commentary
Jan 19, 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 StrongBuy and JOGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 145B vs. JOGIX (29.3M). 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 : 15.65 vs. JOGIX (-5.92). ANWFX return over 5 years is better than : 32.82 vs. JOGIX (-22.10).
| 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 | 2.088 | 2.259 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 29.3M | 494,881% |
| Annual Yield % from dividends | 1.03 | 1.55 | 66% |
| Returns for 1 year | 15.65 | -5.92 | -264% |
| Returns for 3 years | 2.82 | -34.39 | -8% |
| Returns for 5 years | 32.82 | -22.10 | -148% |
| Returns for 10 years | 78.93 | -9.82 | -804% |
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