Ad is loading...
ANWPX vs IWIRX
ANWPX vs IWIRX Comparison
Open Charts ANWPX vs IWIRX
American Funds New Perspective A
Price$58.56
Change+$0.31 (+0.53%)
VolumeN/A
Net Assets131.86B
Guinness Atkinson™ Global Inntrs I
Price$50.83
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets175.19M
ANWPX vs IWIRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ANWPX vs. IWIRX commentary
Apr 19, 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 IWIRX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 132B vs. IWIRX (175M). ANWPX pays higher dividends than IWIRX: ANWPX (0.58) vs IWIRX (0.00). ANWPX was incepted earlier than IWIRX: ANWPX (52 years) vs IWIRX (26 years). IWIRX (1.28) is less costly to investors than ANWPX (0.73). ANWPX is a more actively managed with annual turnover of: 24.00 vs. IWIRX (8.77). ANWPX has a lower initial minimum investment than IWIRX: ANWPX (250) vs IWIRX (5000). ANWPX annual gain was more profitable for investors over the last year : 1.15 vs. IWIRX (-10.02). ANWPX return over 5 years is better than : 40.31 vs. IWIRX (19.88).
| ANWPX | IWIRX | ANWPX / IWIRX | |
| Total Expense Ratio | 0.73 | 1.24 | 59% |
| Annual Report Gross Expense Ratio | 0.73 | 1.28 | 57% |
| Fund Existence | 52 years | 26 years | - |
| Gain YTD | -5.716 | -8.792 | 65% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 175M | 75,429% |
| Annual Yield % from dividends | 0.58 | 0.00 | - |
| Returns for 1 year | 1.15 | -10.02 | -11% |
| Returns for 3 years | 4.04 | -0.74 | -545% |
| Returns for 5 years | 40.31 | 19.88 | 203% |
| Returns for 10 years | 54.05 | 47.64 | 113% |