ANWFX
Price
$69.88
Change
+$0.39 (+0.56%)
Updated
Jul 3 closing price
Net Assets
156.22B
CAGEX
Price
$18.27
Change
+$0.15 (+0.83%)
Updated
Jul 3 closing price
Net Assets
147.34M
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ANWFX vs CAGEX

Header iconANWFX vs CAGEX Comparison
Open Charts ANWFX vs CAGEXBanner chart's image
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.

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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).
ANWFXCAGEXANWFX / CAGEX
Total Expense Ratio0.521.4037%
Annual Report Gross Expense Ratio0.521.4237%
Fund Existence17 years18 years-
Gain YTD13.09310.727122%
Front LoadN/A5%-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets156B147M106,122%
Annual Yield % from dividends0.700.00-
Returns for 1 year11.500.881,302%
Returns for 3 years46.9755.4985%
Returns for 5 years46.9543.07109%
Returns for 10 years88.1139.57223%
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