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ANWPX vs IVIYX
ANWPX vs IVIYX Comparison
Open Charts ANWPX vs IVIYX
American Funds New Perspective A
Price$64.56
Change-$0.93 (-1.42%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Global Growth Fund
Price$37.00
Change-$0.56 (-1.49%)
VolumeN/A
CapitalizationN/A
ANWPX vs IVIYX Comparison Chart
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ANWPX vs. IVIYX 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 IVIYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 142B vs. IVIYX (919M). ANWPX pays higher dividends than IVIYX: ANWPX (0.83) vs IVIYX (0.62). ANWPX was incepted earlier than IVIYX: ANWPX (52 years) vs IVIYX (21 years). IVIYX is a more actively managed with annual turnover of: 39.00 vs. ANWPX (17.00). IVIYX has a lower initial minimum investment than ANWPX: IVIYX (0) vs ANWPX (250). ANWPX annual gain was more profitable for investors over the last year : 18.16 vs. IVIYX (17.04). ANWPX return over 5 years is better than : 39.56 vs. IVIYX (-19.13).
| ANWPX | IVIYX | ANWPX / IVIYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 52 years | 21 years | - |
| Gain YTD | 15.492 | 17.423 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 919M | 15,452% |
| Annual Yield % from dividends | 0.83 | 0.62 | 135% |
| Returns for 1 year | 18.16 | 17.04 | 107% |
| Returns for 3 years | -9.95 | -42.35 | 23% |
| Returns for 5 years | 39.56 | -19.13 | -207% |
| Returns for 10 years | 68.10 | -9.40 | -725% |
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