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ANWPX vs IVINX
ANWPX vs IVINX Comparison
Open Charts ANWPX vs IVINX
American Funds New Perspective A
Price$65.85
Change-$2.09 (-3.08%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Global Growth Fund
Price$35.28
Change-$1.00 (-2.76%)
VolumeN/A
CapitalizationN/A
ANWPX vs IVINX Comparison Chart
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ANWPX vs. IVINX commentary
Dec 19, 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 IVINX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 149B vs. IVINX (927M). 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 : 23.15 vs. IVINX (17.39). ANWPX return over 5 years is better than : 41.49 vs. IVINX (-22.29).
| 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 | 21.538 | 16.558 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 927M | 16,073% |
| Annual Yield % from dividends | 0.83 | 0.55 | 151% |
| Returns for 1 year | 23.15 | 17.39 | 133% |
| Returns for 3 years | 7.41 | -36.42 | -20% |
| Returns for 5 years | 41.49 | -22.29 | -186% |
| Returns for 10 years | 77.49 | -10.21 | -759% |
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