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ANWFX vs CAGEX
ANWFX vs CAGEX Comparison
Open Charts ANWFX vs CAGEX
American Funds New Perspective F2
Price$71.30
Change+$0.48 (+0.68%)
VolumeN/A
Net Assets159.21B
Calamos Global Equity A
Price$18.83
Change+$0.14 (+0.75%)
VolumeN/A
Net Assets152.26M
ANWFX vs CAGEX Comparison Chart in %
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ANWFX vs. CAGEX commentary
Sep 09, 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 ANWFX is a Buy and CAGEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 159B vs. CAGEX (152M). ANWFX pays higher dividends than CAGEX: ANWFX (0.68) vs CAGEX (0.00). ANWFX was incepted earlier than CAGEX: ANWFX (17 years) vs CAGEX (19 years). CAGEX (1.42) is less costly to investors than ANWFX (0.52). CAGEX is a more actively managed with annual turnover of: 78.00 vs. ANWFX (24.00). ANWFX has a lower initial minimum investment than CAGEX: ANWFX (250) vs CAGEX (2500). ANWFX annual gain was more profitable for investors over the last year : 15.40 vs. CAGEX (9.37). ANWFX return over 5 years is better than : 36.23 vs. CAGEX (32.67).
| ANWFX | CAGEX | ANWFX / CAGEX | |
| Total Expense Ratio | 0.52 | 1.40 | 37% |
| Annual Report Gross Expense Ratio | 0.52 | 1.42 | 37% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | 15.941 | 13.939 | 114% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 152M | 104,605% |
| Annual Yield % from dividends | 0.68 | 0.00 | - |
| Returns for 1 year | 15.40 | 9.37 | 164% |
| Returns for 3 years | 49.38 | 60.68 | 81% |
| Returns for 5 years | 36.23 | 32.67 | 111% |
| Returns for 10 years | 99.67 | 51.74 | 193% |
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