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ANWPX vs IWIRX
ANWPX vs IWIRX Comparison
Open Charts ANWPX vs IWIRX
American Funds New Perspective A
Price$65.93
Change+$0.25 (+0.38%)
VolumeN/A
CapitalizationN/A
Guinness Atkinson™ Global Inntrs I
Price$63.12
Change+$0.32 (+0.51%)
VolumeN/A
CapitalizationN/A
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ANWPX vs IWIRX Comparison Chart
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ANWPX vs. IWIRX 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 IWIRX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 145B vs. IWIRX (217M). ANWPX pays higher dividends than IWIRX: ANWPX (0.83) vs IWIRX (0.00). ANWPX was incepted earlier than IWIRX: ANWPX (52 years) vs IWIRX (26 years). ANWPX is a more actively managed with annual turnover of: 17.00 vs. IWIRX (8.77). ANWPX has a lower initial minimum investment than IWIRX: ANWPX (250) vs IWIRX (5000). IWIRX annual gain was more profitable for investors over the last year : 28.37 vs. ANWPX (23.54). ANWPX return over 5 years is better than : 47.99 vs. IWIRX (43.48).
| ANWPX | IWIRX | ANWPX / IWIRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 52 years | 26 years | - |
| Gain YTD | 17.496 | 20.191 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 217M | 66,820% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | 23.54 | 28.37 | 83% |
| Returns for 3 years | -3.94 | -9.17 | 43% |
| Returns for 5 years | 47.99 | 43.48 | 110% |
| Returns for 10 years | 84.46 | 100.75 | 84% |
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