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ANWPX vs IVIYX
ANWPX vs IVIYX Comparison
Open Charts ANWPX vs IVIYX
American Funds New Perspective A
Price$71.68
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
Macquarie Global Growth Fund
Price$40.81
Change-$0.06 (-0.15%)
VolumeN/A
Net Assets926.91M
ANWPX vs IVIYX Comparison Chart in %
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ANWPX vs. IVIYX commentary
Aug 17, 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 IVIYX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 159B vs. IVIYX (927M). ANWPX pays higher dividends than IVIYX: ANWPX (0.50) vs IVIYX (0.23). ANWPX was incepted earlier than IVIYX: ANWPX (52 years) vs IVIYX (22 years). IVIYX (1.20) is less costly to investors than ANWPX (0.73). IVIYX is a more actively managed with annual turnover of: 55.00 vs. ANWPX (24.00). 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 : 13.69 vs. IVIYX (11.81). ANWPX return over 5 years is better than : 38.60 vs. IVIYX (-18.29).
| ANWPX | IVIYX | ANWPX / IVIYX | |
| Total Expense Ratio | 0.73 | 1.10 | 66% |
| Annual Report Gross Expense Ratio | 0.73 | 1.20 | 61% |
| Fund Existence | 52 years | 22 years | - |
| Gain YTD | 15.408 | 14.667 | 105% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 927M | 17,152% |
| Annual Yield % from dividends | 0.50 | 0.23 | 223% |
| Returns for 1 year | 13.69 | 11.81 | 116% |
| Returns for 3 years | 34.68 | -19.86 | -175% |
| Returns for 5 years | 38.60 | -18.29 | -211% |
| Returns for 10 years | 88.12 | -3.00 | -2,935% |
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