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ANWPX vs GESIX
ANWPX vs GESIX Comparison
Open Charts ANWPX vs GESIX
American Funds New Perspective A
Price$73.97
Change+$0.14 (+0.19%)
VolumeN/A
Net Assets162.58B
Lazard Global Equity Select Port Instl
Price$19.25
Change+$0.09 (+0.47%)
VolumeN/A
Net Assets80.23M
ANWPX vs GESIX Comparison Chart in %
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ANWPX vs. GESIX commentary
Oct 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 Hold and GESIX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 163B vs. GESIX (80.2M). GESIX pays higher dividends than ANWPX: GESIX (0.53) vs ANWPX (0.48). 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 : 12.61 vs. GESIX (-3.65). ANWPX return over 5 years is better than : 35.16 vs. GESIX (26.47).
| 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 | 18.870 | 5.054 | 373% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 80.2M | 203,242% |
| Annual Yield % from dividends | 0.48 | 0.53 | 90% |
| Returns for 1 year | 12.61 | -3.65 | -346% |
| Returns for 3 years | 61.41 | 34.05 | 180% |
| Returns for 5 years | 35.16 | 26.47 | 133% |
| Returns for 10 years | 98.84 | 90.10 | 110% |
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