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ANWPX vs GESIX
ANWPX vs GESIX Comparison
Open Charts ANWPX vs GESIX
American Funds New Perspective A
Price$58.41
Change+$1.02 (+1.78%)
VolumeN/A
Net Assets129.28B
Lazard Global Equity Select Port Instl
Price$16.93
Change+$0.30 (+1.80%)
VolumeN/A
Net Assets80.31M
ANWPX vs GESIX Comparison Chart
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ANWPX vs. GESIX commentary
Apr 12, 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 Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 129B vs. GESIX (80.3M). GESIX (0.58) and ANWPX (0.58) have matching dividends . ANWPX was incepted earlier than GESIX: ANWPX (52 years) vs GESIX (11 years). GESIX (0.88) is less costly to investors than ANWPX (0.73). ANWPX is a more actively managed with annual turnover of: 24.00 vs. GESIX (5.00). 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 : -2.64 vs. GESIX (-9.16). ANWPX return over 5 years is better than : 46.03 vs. GESIX (35.31).
| ANWPX | GESIX | ANWPX / GESIX | |
| Total Expense Ratio | 0.73 | 0.88 | 83% |
| Annual Report Gross Expense Ratio | 0.73 | 0.88 | 83% |
| Fund Existence | 52 years | 11 years | - |
| Gain YTD | -5.957 | -8.827 | 67% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 80.3M | 160,648% |
| Annual Yield % from dividends | 0.58 | 0.58 | 100% |
| Returns for 1 year | -2.64 | -9.16 | 29% |
| Returns for 3 years | 3.77 | 1.74 | 217% |
| Returns for 5 years | 46.03 | 35.31 | 130% |
| Returns for 10 years | 53.30 | 59.34 | 90% |
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