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ANWPX vs ZGFIX
ANWPX vs ZGFIX Comparison
Open Charts ANWPX vs ZGFIX
American Funds New Perspective A
Price$58.41
Change+$1.02 (+1.78%)
VolumeN/A
Net Assets131.58B
American Beacon Ninety One Gbl Frnchs R5
Price$17.62
Change+$0.33 (+1.91%)
VolumeN/A
Net Assets369.75M
ANWPX vs ZGFIX Comparison Chart
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ANWPX vs. ZGFIX commentary
Apr 15, 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 ZGFIX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 132B vs. ZGFIX (370M). ANWPX pays higher dividends than ZGFIX: ANWPX (0.58) vs ZGFIX (0.22). ANWPX was incepted earlier than ZGFIX: ANWPX (52 years) vs ZGFIX (7 years). ZGFIX (0.87) is less costly to investors than ANWPX (0.73). ZGFIX is a more actively managed with annual turnover of: 28.00 vs. ANWPX (24.00). ANWPX has a lower initial minimum investment than ZGFIX: ANWPX (250) vs ZGFIX (250000). ZGFIX annual gain was more profitable for investors over the last year : 5.63 vs. ANWPX (-2.64). ZGFIX return over 5 years is better than : 57.79 vs. ANWPX (46.03).
| ANWPX | ZGFIX | ANWPX / ZGFIX | |
| Total Expense Ratio | 0.73 | 0.85 | 86% |
| Annual Report Gross Expense Ratio | 0.73 | 0.87 | 84% |
| Fund Existence | 52 years | 7 years | - |
| Gain YTD | -5.957 | 0.114 | -5,242% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 370M | 35,676% |
| Annual Yield % from dividends | 0.58 | 0.22 | 258% |
| Returns for 1 year | -2.64 | 5.63 | -47% |
| Returns for 3 years | 3.77 | 18.02 | 21% |
| Returns for 5 years | 46.03 | 57.79 | 80% |
| Returns for 10 years | 53.30 | N/A | - |
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