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ANWPX vs IWIRX
ANWPX vs IWIRX Comparison
Open Charts ANWPX vs IWIRX
American Funds New Perspective A
Price$64.97
Change-$0.80 (-1.22%)
VolumeN/A
Net Assets147.51B
Guinness Atkinson™ Global Inntrs I
Price$58.32
Change-$0.71 (-1.20%)
VolumeN/A
Net Assets206.96M
ANWPX vs IWIRX Comparison Chart
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ANWPX vs. IWIRX commentary
Feb 23, 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: 148B 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 : 10.46 vs. IWIRX (1.69). ANWPX return over 5 years is better than : 34.30 vs. IWIRX (22.52).
| 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 | 4.605 | 4.647 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 207M | 71,498% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | 10.46 | 1.69 | 618% |
| Returns for 3 years | 14.59 | 9.21 | 158% |
| Returns for 5 years | 34.30 | 22.52 | 152% |
| Returns for 10 years | 73.51 | 66.54 | 110% |
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