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ANWPX vs GESIX
ANWPX vs GESIX Comparison
Open Charts ANWPX vs GESIX
American Funds New Perspective A
Price$72.66
Change-$0.69 (-0.94%)
VolumeN/A
Net Assets162.17B
Lazard Global Equity Select Port Instl
Price$18.88
Change-$0.11 (-0.58%)
VolumeN/A
Net Assets81.22M
ANWPX vs GESIX Comparison Chart in %
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ANWPX vs. GESIX commentary
Sep 26, 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: 162B vs. GESIX (81.2M). 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 : 11.62 vs. GESIX (-3.59). ANWPX return over 5 years is better than : 40.28 vs. GESIX (31.87).
| 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 | 16.986 | 4.122 | 412% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 81.2M | 199,507% |
| Annual Yield % from dividends | 0.50 | 0.54 | 91% |
| Returns for 1 year | 11.62 | -3.59 | -324% |
| Returns for 3 years | 61.17 | 35.94 | 170% |
| Returns for 5 years | 40.28 | 31.87 | 126% |
| Returns for 10 years | 110.50 | 103.00 | 107% |
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