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ANWFX vs CAGEX
ANWFX vs CAGEX Comparison
Open Charts ANWFX vs CAGEX
American Funds New Perspective F2
Price$69.88
Change+$0.39 (+0.56%)
VolumeN/A
Net Assets156.22B
Calamos Global Equity A
Price$18.27
Change+$0.15 (+0.83%)
VolumeN/A
Net Assets147.34M
ANWFX vs CAGEX Comparison Chart in %
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ANWFX vs. CAGEX 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 ANWFX is a Buy and CAGEX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 156B vs. CAGEX (147M). ANWFX pays higher dividends than CAGEX: ANWFX (0.70) vs CAGEX (0.00). ANWFX was incepted earlier than CAGEX: ANWFX (17 years) vs CAGEX (18 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 : 11.50 vs. CAGEX (0.88). ANWFX return over 5 years is better than : 46.95 vs. CAGEX (43.07).
| 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 | 18 years | - |
| Gain YTD | 13.093 | 10.727 | 122% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 147M | 106,122% |
| Annual Yield % from dividends | 0.70 | 0.00 | - |
| Returns for 1 year | 11.50 | 0.88 | 1,302% |
| Returns for 3 years | 46.97 | 55.49 | 85% |
| Returns for 5 years | 46.95 | 43.07 | 109% |
| Returns for 10 years | 88.11 | 39.57 | 223% |
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