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ANWPX vs IVINX
ANWPX vs IVINX Comparison
Open Charts ANWPX vs IVINX
American Funds New Perspective A
Price$71.41
Change-$0.48 (-0.67%)
VolumeN/A
Net Assets158.54B
Macquarie Global Growth Fund
Price$40.02
Change-$0.33 (-0.82%)
VolumeN/A
Net Assets915.06M
ANWPX vs IVINX Comparison Chart in %
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ANWPX vs. IVINX commentary
Aug 30, 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 Buy and IVINX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 159B vs. IVINX (915M). ANWPX pays higher dividends than IVINX: ANWPX (0.50) vs IVINX (0.22). ANWPX was incepted earlier than IVINX: ANWPX (53 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 : 11.86 vs. IVINX (10.81). ANWPX return over 5 years is better than : 30.99 vs. IVINX (-22.21).
| ANWPX | IVINX | ANWPX / IVINX | |
| Total Expense Ratio | 0.73 | 1.10 | 66% |
| Annual Report Gross Expense Ratio | 0.73 | 1.19 | 61% |
| Fund Existence | 53 years | 39 years | - |
| Gain YTD | 14.973 | 14.566 | 103% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 915M | 17,377% |
| Annual Yield % from dividends | 0.50 | 0.22 | 230% |
| Returns for 1 year | 11.86 | 10.81 | 110% |
| Returns for 3 years | 44.59 | -15.08 | -296% |
| Returns for 5 years | 30.99 | -22.21 | -140% |
| Returns for 10 years | 103.07 | 4.24 | 2,433% |
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