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AFGZX vs ANWFX
AFGZX vs ANWFX Comparison
Open Charts AFGZX vs ANWFX
Alger Global Equity Z
Price$30.23
Change-$0.42 (-1.37%)
VolumeN/A
Net Assets21.2M
American Funds New Perspective F2
Price$67.22
Change-$0.81 (-1.19%)
VolumeN/A
Net Assets150.58B
AFGZX vs ANWFX Comparison Chart
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AFGZX vs. ANWFX commentary
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 151B vs. AFGZX (21.2M). ANWFX pays higher dividends than AFGZX: ANWFX (0.73) 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 : 9.12 vs. AFGZX (-5.50). ANWFX return over 5 years is better than : 49.23 vs. AFGZX (29.58).
| 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 | 3.174 | 8.788 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250 | 200,000% |
| 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 | -5.50 | 9.12 | -60% |
| Returns for 3 years | 32.65 | 43.63 | 75% |
| Returns for 5 years | 29.58 | 49.23 | 60% |
| Returns for 10 years | 50.23 | 78.05 | 64% |
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