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ANWPX vs GESOX
ANWPX vs GESOX Comparison
Open Charts ANWPX vs GESOX
American Funds New Perspective A
Price$64.97
Change-$0.80 (-1.22%)
VolumeN/A
Net Assets149.3B
Lazard Global Equity Select Port Open
Price$18.96
Change-$0.22 (-1.15%)
VolumeN/A
Net Assets102.48M
ANWPX vs GESOX Comparison Chart
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ANWPX vs. GESOX commentary
Feb 22, 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 StrongBuy and GESOX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 149B vs. GESOX (102M). ANWPX pays higher dividends than GESOX: ANWPX (0.83) vs GESOX (0.47). ANWPX was incepted earlier than GESOX: ANWPX (52 years) vs GESOX (11 years). ANWPX is a more actively managed with annual turnover of: 17.00 vs. GESOX (5.00). ANWPX has a lower initial minimum investment than GESOX: ANWPX (250) vs GESOX (2500). ANWPX annual gain was more profitable for investors over the last year : 14.56 vs. GESOX (6.21). ANWPX return over 5 years is better than : 36.55 vs. GESOX (29.86).
| ANWPX | GESOX | ANWPX / GESOX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 52 years | 11 years | - |
| Gain YTD | 6.360 | 5.154 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 102M | 146,078% |
| Annual Yield % from dividends | 0.83 | 0.47 | 177% |
| Returns for 1 year | 14.56 | 6.21 | 234% |
| Returns for 3 years | 14.77 | 14.05 | 105% |
| Returns for 5 years | 36.55 | 29.86 | 122% |
| Returns for 10 years | 77.12 | 82.75 | 93% |