Interact to see
Advertisement
Advertisement
AFGZX vs ANWFX
AFGZX vs ANWFX Comparison
Open Charts AFGZX vs ANWFX
Alger Global Equity Z
Price$31.73
Change+$0.26 (+0.83%)
VolumeN/A
Net Assets22.19M
American Funds New Perspective F2
Price$69.88
Change+$0.39 (+0.56%)
VolumeN/A
Net Assets156.22B
AFGZX vs ANWFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AFGZX vs. ANWFX commentary
Jul 07, 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: 156B vs. AFGZX (22.2M). 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 : 11.50 vs. AFGZX (-2.49). ANWFX return over 5 years is better than : 46.95 vs. AFGZX (27.17).
| 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 | 8.294 | 13.093 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.2M | 156B | 0% |
| Annual Yield % from dividends | 0.00 | 0.70 | - |
| Returns for 1 year | -2.49 | 11.50 | -22% |
| Returns for 3 years | 36.01 | 46.97 | 77% |
| Returns for 5 years | 27.17 | 46.95 | 58% |
| Returns for 10 years | 59.41 | 88.11 | 67% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement