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ANWPX vs IVNCX
ANWPX vs IVNCX Comparison
Open Charts ANWPX vs IVNCX
American Funds New Perspective A
Price$70.69
Change+$0.18 (+0.26%)
VolumeN/A
Net Assets156.62B
Macquarie Global Growth Fund
Price$22.88
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets911.34M
ANWPX vs IVNCX Comparison Chart in %
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ANWPX vs. IVNCX commentary
Aug 08, 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: 157B vs. IVNCX (911M). ANWPX pays higher dividends than IVNCX: ANWPX (0.50) vs IVNCX (0.37). ANWPX was incepted earlier than IVNCX: ANWPX (52 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 : 19.68 vs. IVNCX (13.60). ANWPX return over 5 years is better than : 37.94 vs. IVNCX (-43.77).
| ANWPX | IVNCX | ANWPX / IVNCX | |
| Total Expense Ratio | 0.73 | 1.85 | 39% |
| Annual Report Gross Expense Ratio | 0.73 | 1.95 | 37% |
| Fund Existence | 52 years | 29 years | - |
| Gain YTD | 13.814 | 11.937 | 116% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157B | 911M | 17,234% |
| Annual Yield % from dividends | 0.50 | 0.37 | 137% |
| Returns for 1 year | 19.68 | 13.60 | 145% |
| Returns for 3 years | 36.51 | -40.93 | -89% |
| Returns for 5 years | 37.94 | -43.77 | -87% |
| Returns for 10 years | 83.12 | -38.91 | -214% |
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