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ANWPX vs IVIYX
ANWPX vs IVIYX Comparison
Open Charts ANWPX vs IVIYX
American Funds New Perspective A
Price$65.93
Change+$0.25 (+0.38%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Global Growth Fund
Price$37.71
Change-$0.06 (-0.16%)
VolumeN/A
CapitalizationN/A
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ANWPX vs IVIYX Comparison Chart
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ANWPX vs. IVIYX commentary
Oct 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 StrongBuy and IVIYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 145B vs. IVIYX (953M). 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 (23.54) and IVIYX (23.35) have marching annual gain over last year. ANWPX return over 5 years is better than : 47.99 vs. IVIYX (-14.27).
| 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 | 17.496 | 19.867 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 953M | 15,215% |
| Annual Yield % from dividends | 0.83 | 0.62 | 135% |
| Returns for 1 year | 23.54 | 23.35 | 101% |
| Returns for 3 years | -3.94 | -39.45 | 10% |
| Returns for 5 years | 47.99 | -14.27 | -336% |
| Returns for 10 years | 84.46 | -0.95 | -8,860% |
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