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ANWPX vs IVNCX
ANWPX vs IVNCX Comparison
Open Charts ANWPX vs IVNCX
American Funds New Perspective A
Price$71.89
Change+$0.32 (+0.45%)
VolumeN/A
Net Assets158.54B
Macquarie Global Growth Fund
Price$23.30
Change+$0.05 (+0.22%)
VolumeN/A
Net Assets915.06M
ANWPX vs IVNCX Comparison Chart in %
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ANWPX vs. IVNCX commentary
Aug 29, 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 IVNCX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 159B vs. IVNCX (915M). ANWPX pays higher dividends than IVNCX: ANWPX (0.50) vs IVNCX (0.37). ANWPX was incepted earlier than IVNCX: ANWPX (53 years) vs IVNCX (29 years). IVNCX (1.95) is less costly to investors than ANWPX (0.73). IVNCX is a more actively managed with annual turnover of: 55.00 vs. ANWPX (24.00). ANWPX has a lower initial minimum investment than IVNCX: ANWPX (250) vs IVNCX (1000). ANWPX annual gain was more profitable for investors over the last year : 12.87 vs. IVNCX (7.07). ANWPX return over 5 years is better than : 31.87 vs. IVNCX (-45.31).
| ANWPX | IVNCX | ANWPX / IVNCX | |
| Total Expense Ratio | 0.73 | 1.85 | 39% |
| Annual Report Gross Expense Ratio | 0.73 | 1.95 | 37% |
| Fund Existence | 53 years | 29 years | - |
| Gain YTD | 15.746 | 13.748 | 115% |
| Front Load | 6% | N/A | - |
| 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 | 0.37 | 137% |
| Returns for 1 year | 12.87 | 7.07 | 182% |
| Returns for 3 years | 44.15 | -38.37 | -115% |
| Returns for 5 years | 31.87 | -45.31 | -70% |
| Returns for 10 years | 98.56 | -33.54 | -294% |