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ANWPX vs GESIX
ANWPX vs GESIX Comparison
Open Charts ANWPX vs GESIX
American Funds New Perspective A
Price$71.89
Change+$0.32 (+0.45%)
VolumeN/A
Net Assets158.54B
Lazard Global Equity Select Port Instl
Price$18.94
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets82.37M
ANWPX vs GESIX Comparison Chart in %
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ANWPX vs. GESIX commentary
Aug 29, 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 GESIX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 159B vs. GESIX (82.4M). GESIX pays higher dividends than ANWPX: GESIX (0.54) vs ANWPX (0.50). ANWPX was incepted earlier than GESIX: ANWPX (53 years) vs GESIX (12 years). GESIX (0.86) is less costly to investors than ANWPX (0.73). ANWPX (24.00) and GESIX (23.00) have comparable annual turnover. ANWPX has a lower initial minimum investment than GESIX: ANWPX (250) vs GESIX (10000). ANWPX annual gain was more profitable for investors over the last year : 12.87 vs. GESIX (-2.82). ANWPX return over 5 years is better than : 31.87 vs. GESIX (25.75).
| ANWPX | GESIX | ANWPX / GESIX | |
| Total Expense Ratio | 0.73 | 0.86 | 85% |
| Annual Report Gross Expense Ratio | 0.73 | 0.86 | 85% |
| Fund Existence | 53 years | 12 years | - |
| Gain YTD | 15.746 | 3.519 | 447% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 82.4M | 192,961% |
| Annual Yield % from dividends | 0.50 | 0.54 | 93% |
| Returns for 1 year | 12.87 | -2.82 | -456% |
| Returns for 3 years | 44.15 | 23.21 | 190% |
| Returns for 5 years | 31.87 | 25.75 | 124% |
| Returns for 10 years | 98.56 | 92.68 | 106% |
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