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ANWPX vs QDVSX
ANWPX vs QDVSX Comparison
Open Charts ANWPX vs QDVSX
American Funds New Perspective A
Price$65.04
Change+$0.48 (+0.74%)
VolumeN/A
Net Assets146.98B
Fisher IIG ESG Stck for Ret Plns
Price$17.61
Change+$0.12 (+0.69%)
VolumeN/A
Net Assets303.61K
ANWPX vs QDVSX Comparison Chart
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ANWPX vs. QDVSX commentary
Jan 31, 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 QDVSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 147B vs. QDVSX (304K). QDVSX pays higher dividends than ANWPX: QDVSX (1.43) vs ANWPX (0.83). ANWPX was incepted earlier than QDVSX: ANWPX (52 years) vs QDVSX (5 years). QDVSX is a more actively managed with annual turnover of: 30.00 vs. ANWPX (17.00). QDVSX has a lower initial minimum investment than ANWPX: QDVSX (0) vs ANWPX (250). QDVSX annual gain was more profitable for investors over the last year : 17.92 vs. ANWPX (16.52). QDVSX return over 5 years is better than : 89.41 vs. ANWPX (39.90).
| ANWPX | QDVSX | ANWPX / QDVSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 52 years | 5 years | - |
| Gain YTD | 4.717 | 3.737 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147B | 304K | 48,355,263% |
| Annual Yield % from dividends | 0.83 | 1.43 | 58% |
| Returns for 1 year | 16.52 | 17.92 | 92% |
| Returns for 3 years | 7.85 | 29.17 | 27% |
| Returns for 5 years | 39.90 | 89.41 | 45% |
| Returns for 10 years | 81.76 | N/A | - |
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