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ANWPX vs IWIRX
ANWPX vs IWIRX Comparison
Open Charts ANWPX vs IWIRX
American Funds New Perspective A
Price$63.39
Change+$0.41 (+0.65%)
VolumeN/A
Net Assets144.81B
Guinness Atkinson™ Global Inntrs I
Price$57.15
Change+$0.32 (+0.56%)
VolumeN/A
Net Assets206.64M
ANWPX vs IWIRX Comparison Chart
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ANWPX vs. IWIRX commentary
Jan 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 StrongBuy and IWIRX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 145B vs. IWIRX (207M). 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). ANWPX annual gain was more profitable for investors over the last year : 15.42 vs. IWIRX (9.00). ANWPX return over 5 years is better than : 32.08 vs. IWIRX (19.69).
| 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 | 2.061 | 2.548 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 207M | 70,048% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | 15.42 | 9.00 | 171% |
| Returns for 3 years | 2.45 | -2.87 | -85% |
| Returns for 5 years | 32.08 | 19.69 | 163% |
| Returns for 10 years | 78.32 | 73.74 | 106% |