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AGGIX vs ANWFX
AGGIX vs ANWFX Comparison
Open Charts AGGIX vs ANWFX
American Century Focused Global Gr I
Price$12.19
Change-$0.13 (-1.06%)
VolumeN/A
Net Assets641.6M
American Funds New Perspective F2
Price$67.22
Change-$0.81 (-1.19%)
VolumeN/A
Net Assets150.58B
AGGIX vs ANWFX Comparison Chart
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AGGIX 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 AGGIX is a StrongBuy and ANWFX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 151B vs. AGGIX (642M). ANWFX pays higher dividends than AGGIX: ANWFX (0.73) vs AGGIX (0.27). AGGIX was incepted earlier than ANWFX: AGGIX (25 years) vs ANWFX (17 years). AGGIX (0.88) is less costly to investors than ANWFX (0.52). AGGIX is a more actively managed with annual turnover of: 72.00 vs. ANWFX (24.00). ANWFX has a lower initial minimum investment than AGGIX: ANWFX (250) vs AGGIX (5000000). ANWFX annual gain was more profitable for investors over the last year : 9.12 vs. AGGIX (-2.05). ANWFX return over 5 years is better than : 49.23 vs. AGGIX (2.01).
| AGGIX | ANWFX | AGGIX / ANWFX | |
| Total Expense Ratio | 0.88 | 0.52 | 169% |
| Annual Report Gross Expense Ratio | 0.88 | 0.52 | 169% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 9.524 | 8.788 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 642M | 151B | 0% |
| Annual Yield % from dividends | 0.27 | 0.73 | 36% |
| Returns for 1 year | -2.05 | 9.12 | -23% |
| Returns for 3 years | 13.00 | 43.63 | 30% |
| Returns for 5 years | 2.01 | 49.23 | 4% |
| Returns for 10 years | 1.90 | 78.05 | 2% |
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