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AFGIX vs ANWFX
AFGIX vs ANWFX Comparison
Open Charts AFGIX vs ANWFX
Alger Global Equity I
Price$27.94
Change-$0.38 (-1.34%)
VolumeN/A
Net Assets21.2M
American Funds New Perspective F2
Price$67.22
Change-$0.81 (-1.19%)
VolumeN/A
Net Assets150.58B
AFGIX vs ANWFX Comparison Chart
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AFGIX vs. ANWFX commentary
Jun 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 AFGIX is a Buy and ANWFX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 151B vs. AFGIX (21.2M). ANWFX pays higher dividends than AFGIX: ANWFX (0.73) vs AFGIX (0.00). AFGIX was incepted earlier than ANWFX: AFGIX (12 years) vs ANWFX (17 years). AFGIX (2.32) is less costly to investors than ANWFX (0.52). AFGIX is a more actively managed with annual turnover of: 93.65 vs. ANWFX (24.00). AFGIX has a lower initial minimum investment than ANWFX: AFGIX (0) vs ANWFX (250). ANWFX annual gain was more profitable for investors over the last year : 9.12 vs. AFGIX (-6.68). ANWFX return over 5 years is better than : 49.23 vs. AFGIX (26.08).
| AFGIX | ANWFX | AFGIX / ANWFX | |
| Total Expense Ratio | 1.20 | 0.52 | 231% |
| Annual Report Gross Expense Ratio | 2.32 | 0.52 | 446% |
| Fund Existence | 12 years | 17 years | - |
| Gain YTD | 3.100 | 8.788 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.2M | 151B | 0% |
| Annual Yield % from dividends | 0.00 | 0.73 | - |
| Returns for 1 year | -6.68 | 9.12 | -73% |
| Returns for 3 years | 30.38 | 43.63 | 70% |
| Returns for 5 years | 26.08 | 49.23 | 53% |
| Returns for 10 years | 44.26 | 78.05 | 57% |
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