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AGGDX vs ANWFX
AGGDX vs ANWFX Comparison
Open Charts AGGDX vs ANWFX
American Century Focused Global Gr R6
Price$12.82
Change-$0.05 (-0.39%)
VolumeN/A
Net Assets642.9M
American Funds New Perspective F2
Price$73.71
Change+$0.14 (+0.19%)
VolumeN/A
Net Assets162.86B
AGGDX vs ANWFX Comparison Chart in %
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AGGDX vs. ANWFX commentary
Oct 19, 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 AGGDX is a StrongBuy and ANWFX is a Hold.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 163B vs. AGGDX (643M). ANWFX pays higher dividends than AGGDX: ANWFX (0.67) vs AGGDX (0.38). AGGDX was incepted earlier than ANWFX: AGGDX (12 years) vs ANWFX (17 years). AGGDX (0.73) is less costly to investors than ANWFX (0.52). AGGDX is a more actively managed with annual turnover of: 72.00 vs. ANWFX (24.00). AGGDX has a lower initial minimum investment than ANWFX: AGGDX (0) vs ANWFX (250). ANWFX annual gain was more profitable for investors over the last year : 13.01 vs. AGGDX (-3.93). ANWFX return over 5 years is better than : 36.12 vs. AGGDX (-7.64).
| AGGDX | ANWFX | AGGDX / ANWFX | |
| Total Expense Ratio | 0.73 | 0.52 | 140% |
| Annual Report Gross Expense Ratio | 0.73 | 0.52 | 140% |
| Fund Existence | 12 years | 17 years | - |
| Gain YTD | 13.956 | 19.291 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 643M | 163B | 0% |
| Annual Yield % from dividends | 0.38 | 0.67 | 57% |
| Returns for 1 year | -3.93 | 13.01 | -30% |
| Returns for 3 years | 24.55 | 62.26 | 39% |
| Returns for 5 years | -7.64 | 36.12 | -21% |
| Returns for 10 years | 10.22 | 99.89 | 10% |
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