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ANWPX vs IVINX
ANWPX vs IVINX Comparison
Open Charts ANWPX vs IVINX
American Funds New Perspective A
Price$70.51
Change+$0.55 (+0.79%)
VolumeN/A
Net Assets156.62B
Macquarie Global Growth Fund
Price$39.65
Change+$0.24 (+0.61%)
VolumeN/A
Net Assets911.34M
ANWPX vs IVINX Comparison Chart in %
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ANWPX vs. IVINX commentary
Aug 08, 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 IVINX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 157B vs. IVINX (911M). ANWPX pays higher dividends than IVINX: ANWPX (0.50) vs IVINX (0.22). ANWPX was incepted earlier than IVINX: ANWPX (52 years) vs IVINX (39 years). IVINX (1.19) is less costly to investors than ANWPX (0.73). IVINX is a more actively managed with annual turnover of: 55.00 vs. ANWPX (24.00). ANWPX (6%) and IVINX (6%) have equivalent initial investment costs. 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 : 18.69 vs. IVINX (16.83). ANWPX return over 5 years is better than : 37.59 vs. IVINX (-20.10).
| ANWPX | IVINX | ANWPX / IVINX | |
| Total Expense Ratio | 0.73 | 1.10 | 66% |
| Annual Report Gross Expense Ratio | 0.73 | 1.19 | 61% |
| Fund Existence | 52 years | 39 years | - |
| Gain YTD | 13.524 | 12.578 | 108% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157B | 911M | 17,234% |
| Annual Yield % from dividends | 0.50 | 0.22 | 230% |
| Returns for 1 year | 18.69 | 16.83 | 111% |
| Returns for 3 years | 36.50 | -19.32 | -189% |
| Returns for 5 years | 37.59 | -20.10 | -187% |
| Returns for 10 years | 84.63 | -6.20 | -1,365% |
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