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ANWPX vs GESOX
ANWPX vs GESOX Comparison
Open Charts ANWPX vs GESOX
American Funds New Perspective A
Price$67.64
Change+$0.18 (+0.27%)
VolumeN/A
CapitalizationN/A
Lazard Global Equity Select Port Open
Price$19.94
Change-$0.02 (-0.10%)
VolumeN/A
CapitalizationN/A
ANWPX vs GESOX Comparison Chart
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ANWPX vs. GESOX commentary
Dec 14, 2024
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 GESOX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 148B vs. GESOX (103M). 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 : 22.63 vs. GESOX (13.59). ANWPX (42.40) and GESOX (40.49) have equivalent 5 years return.
| 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 | 20.680 | 13.024 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 103M | 143,689% |
| Annual Yield % from dividends | 0.83 | 0.47 | 177% |
| Returns for 1 year | 22.63 | 13.59 | 167% |
| Returns for 3 years | -0.48 | 7.45 | -6% |
| Returns for 5 years | 42.40 | 40.49 | 105% |
| Returns for 10 years | 82.71 | 102.73 | 81% |
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