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ANWFX vs ZGFAX
ANWFX vs ZGFAX Comparison
Open Charts ANWFX vs ZGFAX
American Funds New Perspective F2
Price$64.67
Change-$0.78 (-1.19%)
VolumeN/A
Net Assets147.51B
American Beacon Ninety One Gbl Frnchs Y
Price$18.34
Change-$0.09 (-0.49%)
VolumeN/A
Net Assets382.31M
ANWFX vs ZGFAX Comparison Chart
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ANWFX vs. ZGFAX 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 ZGFAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 148B vs. ZGFAX (382M). ANWFX pays higher dividends than ZGFAX: ANWFX (1.03) vs ZGFAX (0.12). ANWFX was incepted earlier than ZGFAX: ANWFX (17 years) vs ZGFAX (6 years). ANWFX is a more actively managed with annual turnover of: 17.00 vs. ZGFAX (8.00). ZGFAX has a lower initial minimum investment than ANWFX: ZGFAX (0) vs ANWFX (250). ANWFX annual gain was more profitable for investors over the last year : 10.67 vs. ZGFAX (7.75). ZGFAX return over 5 years is better than : 44.86 vs. ANWFX (35.05).
| ANWFX | ZGFAX | ANWFX / ZGFAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 4.661 | 4.621 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 382M | 38,743% |
| Annual Yield % from dividends | 1.03 | 0.12 | 882% |
| Returns for 1 year | 10.67 | 7.75 | 138% |
| Returns for 3 years | 15.01 | 21.21 | 71% |
| Returns for 5 years | 35.05 | 44.86 | 78% |
| Returns for 10 years | 74.13 | N/A | - |