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ANWPX vs GQRIX
ANWPX vs GQRIX Comparison
Open Charts ANWPX vs GQRIX
American Funds New Perspective A
Price$59.16
Change-$2.45 (-3.98%)
VolumeN/A
Net Assets139.04B
GQG Partners Global Quality Equity Instl
Price$18.62
Change-$0.12 (-0.64%)
VolumeN/A
Net Assets3.53B
ANWPX vs GQRIX Comparison Chart
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ANWPX vs. GQRIX commentary
Apr 04, 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 GQRIX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 139B vs. GQRIX (3.53B). GQRIX pays higher dividends than ANWPX: GQRIX (0.97) vs ANWPX (0.58). ANWPX was incepted earlier than GQRIX: ANWPX (52 years) vs GQRIX (6 years). ANWPX (0.73) and GQRIX (0.71) have similar cost to investors . GQRIX is a more actively managed with annual turnover of: 97.00 vs. ANWPX (24.00). ANWPX has a lower initial minimum investment than GQRIX: ANWPX (250) vs GQRIX (500000). ANWPX annual gain was more profitable for investors over the last year : 2.39 vs. GQRIX (-4.78). GQRIX return over 5 years is better than : 112.62 vs. ANWPX (69.24).
| ANWPX | GQRIX | ANWPX / GQRIX | |
| Total Expense Ratio | 0.73 | 0.71 | 103% |
| Annual Report Gross Expense Ratio | 0.73 | 0.71 | 103% |
| Fund Existence | 52 years | 6 years | - |
| Gain YTD | -0.805 | 0.590 | -136% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 3.53B | 3,941% |
| Annual Yield % from dividends | 0.58 | 0.97 | 59% |
| Returns for 1 year | 2.39 | -4.78 | -50% |
| Returns for 3 years | 2.60 | 27.56 | 9% |
| Returns for 5 years | 69.24 | 112.62 | 61% |
| Returns for 10 years | 63.30 | N/A | - |
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