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ANWFX vs JOGIX
ANWFX vs JOGIX Comparison
Open Charts ANWFX vs JOGIX
American Funds New Perspective F2
Price$64.67
Change-$0.78 (-1.19%)
VolumeN/A
Net Assets147.51B
JOHCM Global Select Institutional
Price$11.77
Change-$0.31 (-2.57%)
VolumeN/A
Net Assets28.9M
ANWFX vs JOGIX Comparison Chart
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ANWFX vs. JOGIX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 148B vs. JOGIX (28.9M). JOGIX pays higher dividends than ANWFX: JOGIX (1.55) vs ANWFX (1.03). ANWFX was incepted earlier than JOGIX: ANWFX (17 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 : 10.67 vs. JOGIX (-11.57). ANWFX return over 5 years is better than : 35.05 vs. JOGIX (-21.24).
| ANWFX | JOGIX | ANWFX / JOGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 12 years | - |
| Gain YTD | 4.661 | 2.259 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 28.9M | 512,111% |
| Annual Yield % from dividends | 1.03 | 1.55 | 66% |
| Returns for 1 year | 10.67 | -11.57 | -92% |
| Returns for 3 years | 15.01 | -27.91 | -54% |
| Returns for 5 years | 35.05 | -21.24 | -165% |
| Returns for 10 years | 74.13 | -16.07 | -461% |
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