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ANWPX vs FCGEX
ANWPX vs FCGEX Comparison
Open Charts ANWPX vs FCGEX
American Funds New Perspective A
Price$58.56
Change+$0.31 (+0.53%)
VolumeN/A
Net Assets131.19B
NYLI PineStone Global Equity
Price$18.02
Change-$0.09 (-0.50%)
VolumeN/A
Net Assets41.24M
ANWPX vs FCGEX Comparison Chart
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ANWPX vs. FCGEX commentary
Apr 18, 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 ANWPX is a Buy and FCGEX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 131B vs. FCGEX (41.2M). ANWPX pays higher dividends than FCGEX: ANWPX (0.58) vs FCGEX (0.22). ANWPX was incepted earlier than FCGEX: ANWPX (52 years) vs FCGEX (8 years). FCGEX (1.71) is less costly to investors than ANWPX (0.73). ANWPX is a more actively managed with annual turnover of: 24.00 vs. FCGEX (7.00). ANWPX (6%) and FCGEX (6%) have equivalent initial investment costs. ANWPX has a lower initial minimum investment than FCGEX: ANWPX (250) vs FCGEX (15000). ANWPX annual gain was more profitable for investors over the last year : 1.15 vs. FCGEX (-4.86). FCGEX return over 5 years is better than : 44.82 vs. ANWPX (40.31).
| ANWPX | FCGEX | ANWPX / FCGEX | |
| Total Expense Ratio | 0.73 | 1.10 | 66% |
| Annual Report Gross Expense Ratio | 0.73 | 1.71 | 43% |
| Fund Existence | 52 years | 8 years | - |
| Gain YTD | -5.716 | -6.438 | 89% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 41.2M | 317,961% |
| Annual Yield % from dividends | 0.58 | 0.22 | 266% |
| Returns for 1 year | 1.15 | -4.86 | -24% |
| Returns for 3 years | 4.04 | 2.29 | 176% |
| Returns for 5 years | 40.31 | 44.82 | 90% |
| Returns for 10 years | 54.05 | N/A | - |
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