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ANWFX vs JOGIX
ANWFX vs JOGIX Comparison
Open Charts ANWFX vs JOGIX
American Funds New Perspective F2
Price$63.14
Change+$0.14 (+0.22%)
VolumeN/A
Net Assets141.81B
JOHCM Global Select Institutional
Price$10.95
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets10.3M
ANWFX vs JOGIX Comparison Chart
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ANWFX vs. JOGIX commentary
May 09, 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: 142B vs. JOGIX (10.3M). ANWFX pays higher dividends than JOGIX: ANWFX (0.78) 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 : 5.93 vs. JOGIX (-19.47). ANWFX return over 5 years is better than : 47.63 vs. JOGIX (-21.91).
| 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 | 2.185 | -4.778 | -46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 10.3M | 1,378,641% |
| Annual Yield % from dividends | 0.78 | 0.00 | - |
| Returns for 1 year | 5.93 | -19.47 | -30% |
| Returns for 3 years | 28.94 | -21.83 | -133% |
| Returns for 5 years | 47.63 | -21.91 | -217% |
| Returns for 10 years | 65.11 | -22.17 | -294% |
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