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AGGDX vs ANWFX
AGGDX vs ANWFX Comparison
Open Charts AGGDX vs ANWFX
American Century Focused Global Gr R6
Price$12.80
Change+$0.11 (+0.87%)
VolumeN/A
Net Assets665.75M
American Funds New Perspective F2
Price$69.88
Change+$0.39 (+0.56%)
VolumeN/A
Net Assets156.22B
AGGDX vs ANWFX Comparison Chart in %
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AGGDX 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 AGGDX is a StrongBuy and ANWFX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 156B vs. AGGDX (666M). ANWFX pays higher dividends than AGGDX: ANWFX (0.70) vs AGGDX (0.39). 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 : 11.50 vs. AGGDX (1.05). ANWFX return over 5 years is better than : 46.95 vs. AGGDX (3.15).
| 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 | 13.778 | 13.093 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 666M | 156B | 0% |
| Annual Yield % from dividends | 0.39 | 0.70 | 55% |
| Returns for 1 year | 1.05 | 11.50 | 9% |
| Returns for 3 years | 15.77 | 46.97 | 34% |
| Returns for 5 years | 3.15 | 46.95 | 7% |
| Returns for 10 years | 9.60 | 88.11 | 11% |
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