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ANWFX vs CAGEX
ANWFX vs CAGEX Comparison
Open Charts ANWFX vs CAGEX
American Funds New Perspective F2
Price$70.94
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets158.35B
Calamos Global Equity A
Price$18.78
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets152.04M
ANWFX vs CAGEX Comparison Chart in %
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ANWFX vs. CAGEX commentary
Jul 28, 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: 158B vs. CAGEX (152M). 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 : 17.30 vs. CAGEX (11.12). ANWFX return over 5 years is better than : 43.78 vs. CAGEX (40.15).
| 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 | 14.808 | 13.818 | 107% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 152M | 103,947% |
| Annual Yield % from dividends | 0.70 | 0.00 | - |
| Returns for 1 year | 17.30 | 11.12 | 155% |
| Returns for 3 years | 45.72 | 57.29 | 80% |
| Returns for 5 years | 43.78 | 40.15 | 109% |
| Returns for 10 years | 87.91 | 41.20 | 213% |
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