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ANWPX vs QDVSX
ANWPX vs QDVSX Comparison
Open Charts ANWPX vs QDVSX
American Funds New Perspective A
Price$61.23
Change-$0.11 (-0.18%)
VolumeN/A
Net Assets138.77B
Fisher IIG ESG Stck for Ret Plns
Price$16.56
Change-$0.11 (-0.66%)
VolumeN/A
Net Assets289.4K
ANWPX vs QDVSX Comparison Chart
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ANWPX vs. QDVSX commentary
Mar 12, 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 Hold and QDVSX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 139B vs. QDVSX (289K). QDVSX pays higher dividends than ANWPX: QDVSX (1.54) vs ANWPX (0.55). 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). QDVSX annual gain was more profitable for investors over the last year : 4.94 vs. ANWPX (3.26). QDVSX return over 5 years is better than : 132.58 vs. ANWPX (69.90).
| 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 | -1.417 | -1.127 | 126% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 289K | 48,096,886% |
| Annual Yield % from dividends | 0.55 | 1.54 | 36% |
| Returns for 1 year | 3.26 | 4.94 | 66% |
| Returns for 3 years | 14.16 | 37.21 | 38% |
| Returns for 5 years | 69.90 | 132.58 | 53% |
| Returns for 10 years | 66.76 | N/A | - |
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