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ANWPX vs IVNCX
ANWPX vs IVNCX Comparison
Open Charts ANWPX vs IVNCX
American Funds New Perspective A
Price$65.85
Change-$2.09 (-3.08%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Global Growth Fund
Price$20.48
Change-$0.58 (-2.75%)
VolumeN/A
CapitalizationN/A
ANWPX vs IVNCX Comparison Chart
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ANWPX vs. IVNCX commentary
Dec 19, 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 Buy and IVNCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 149B vs. IVNCX (927M). IVNCX (0.86) and ANWPX (0.83) have matching dividends . ANWPX was incepted earlier than IVNCX: ANWPX (52 years) vs IVNCX (29 years). IVNCX is a more actively managed with annual turnover of: 39.00 vs. ANWPX (17.00). 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 : 23.15 vs. IVNCX (13.73). ANWPX return over 5 years is better than : 41.49 vs. IVNCX (-45.31).
| ANWPX | IVNCX | ANWPX / IVNCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 52 years | 29 years | - |
| Gain YTD | 21.538 | 12.944 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 927M | 16,073% |
| Annual Yield % from dividends | 0.83 | 0.86 | 96% |
| Returns for 1 year | 23.15 | 13.73 | 169% |
| Returns for 3 years | 7.41 | -53.46 | -14% |
| Returns for 5 years | 41.49 | -45.31 | -92% |
| Returns for 10 years | 77.49 | -41.00 | -189% |
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