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AFGZX vs ANWFX
AFGZX vs ANWFX Comparison
Open Charts AFGZX vs ANWFX
Alger Global Equity Z
Price$32.45
Change+$0.07 (+0.22%)
VolumeN/A
Net Assets22.13M
American Funds New Perspective F2
Price$71.41
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
AFGZX vs ANWFX Comparison Chart in %
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AFGZX vs. ANWFX commentary
Aug 18, 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 AFGZX is a Buy and ANWFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 159B vs. AFGZX (22.1M). ANWFX pays higher dividends than AFGZX: ANWFX (0.70) vs AFGZX (0.00). AFGZX was incepted earlier than ANWFX: AFGZX (12 years) vs ANWFX (17 years). AFGZX (1.97) is less costly to investors than ANWFX (0.52). AFGZX is a more actively managed with annual turnover of: 93.65 vs. ANWFX (24.00). ANWFX has a lower initial minimum investment than AFGZX: ANWFX (250) vs AFGZX (500000). ANWFX annual gain was more profitable for investors over the last year : 13.90 vs. AFGZX (0.28). ANWFX return over 5 years is better than : 39.36 vs. AFGZX (20.05).
| AFGZX | ANWFX | AFGZX / ANWFX | |
| Total Expense Ratio | 0.99 | 0.52 | 190% |
| Annual Report Gross Expense Ratio | 1.97 | 0.52 | 379% |
| Fund Existence | 12 years | 17 years | - |
| Gain YTD | 10.751 | 15.569 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.1M | 159B | 0% |
| Annual Yield % from dividends | 0.00 | 0.70 | - |
| Returns for 1 year | 0.28 | 13.90 | 2% |
| Returns for 3 years | 21.49 | 35.16 | 61% |
| Returns for 5 years | 20.05 | 39.36 | 51% |
| Returns for 10 years | 66.67 | 88.81 | 75% |
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