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ANWPX vs QDVSX
ANWPX vs QDVSX Comparison
Open Charts ANWPX vs QDVSX
American Funds New Perspective A
Price$58.56
Change+$0.31 (+0.53%)
VolumeN/A
Net Assets131.86B
Fisher IIG ESG Stck for Ret Plns
Price$15.57
Change+$0.07 (+0.45%)
VolumeN/A
Net Assets270.43K
ANWPX vs QDVSX Comparison Chart
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ANWPX vs. QDVSX 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 QDVSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 132B vs. QDVSX (270K). QDVSX pays higher dividends than ANWPX: QDVSX (1.62) vs ANWPX (0.58). ANWPX was incepted earlier than QDVSX: ANWPX (52 years) vs QDVSX (5 years). ANWPX (0.73) is less costly to investors than QDVSX (0.00). ANWPX is a more actively managed with annual turnover of: 24.00 vs. QDVSX (9.00). QDVSX has a lower initial minimum investment than ANWPX: QDVSX (0) vs ANWPX (250). ANWPX annual gain was more profitable for investors over the last year : 1.15 vs. QDVSX (-1.07). QDVSX return over 5 years is better than : 85.86 vs. ANWPX (40.31).
| ANWPX | QDVSX | ANWPX / QDVSX | |
| Total Expense Ratio | 0.73 | 0.00 | - |
| Annual Report Gross Expense Ratio | 0.73 | 0.00 | - |
| Fund Existence | 52 years | 5 years | - |
| Gain YTD | -5.716 | -7.651 | 75% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 270K | 48,888,889% |
| Annual Yield % from dividends | 0.58 | 1.62 | 36% |
| Returns for 1 year | 1.15 | -1.07 | -108% |
| Returns for 3 years | 4.04 | 23.51 | 17% |
| Returns for 5 years | 40.31 | 85.86 | 47% |
| Returns for 10 years | 54.05 | N/A | - |
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