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ANWFX vs JOGIX
ANWFX vs JOGIX Comparison
Open Charts ANWFX vs JOGIX
American Funds New Perspective F2
Price$70.24
Change+$0.55 (+0.79%)
VolumeN/A
Net Assets156.62B
JOHCM Global Select Institutional
Price$11.77
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets6.44M
ANWFX vs JOGIX Comparison Chart in %
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ANWFX vs. JOGIX commentary
Aug 08, 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 Hold and JOGIX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 157B vs. JOGIX (6.44M). ANWFX pays higher dividends than JOGIX: ANWFX (0.70) 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 : 18.91 vs. JOGIX (-9.53). ANWFX return over 5 years is better than : 38.34 vs. JOGIX (-29.85).
| 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 | 13.675 | 2.259 | 605% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157B | 6.44M | 2,439,024% |
| Annual Yield % from dividends | 0.70 | 0.00 | - |
| Returns for 1 year | 18.91 | -9.53 | -198% |
| Returns for 3 years | 37.02 | -18.11 | -204% |
| Returns for 5 years | 38.34 | -29.85 | -128% |
| Returns for 10 years | 85.28 | -11.39 | -749% |