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ANWPX vs IVINX
ANWPX vs IVINX Comparison
Open Charts ANWPX vs IVINX
American Funds New Perspective A
Price$64.56
Change-$0.93 (-1.42%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Global Growth Fund
Price$36.63
Change-$0.56 (-1.51%)
VolumeN/A
CapitalizationN/A
ANWPX vs IVINX Comparison Chart
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ANWPX vs. IVINX commentary
Nov 18, 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 StrongSell and IVINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 142B vs. IVINX (919M). ANWPX pays higher dividends than IVINX: ANWPX (0.83) vs IVINX (0.55). ANWPX was incepted earlier than IVINX: ANWPX (52 years) vs IVINX (39 years). IVINX is a more actively managed with annual turnover of: 39.00 vs. ANWPX (17.00). ANWPX has a lower initial minimum investment than IVINX: ANWPX (250) vs IVINX (1000). ANWPX annual gain was more profitable for investors over the last year : 18.16 vs. IVINX (17.00). ANWPX return over 5 years is better than : 39.56 vs. IVINX (-19.57).
| ANWPX | IVINX | ANWPX / IVINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 52 years | 39 years | - |
| Gain YTD | 15.492 | 17.404 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 919M | 15,452% |
| Annual Yield % from dividends | 0.83 | 0.55 | 151% |
| Returns for 1 year | 18.16 | 17.00 | 107% |
| Returns for 3 years | -9.95 | -42.64 | 23% |
| Returns for 5 years | 39.56 | -19.57 | -202% |
| Returns for 10 years | 68.10 | -10.20 | -667% |
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