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ANWFX vs CAGEX
ANWFX vs CAGEX Comparison
Open Charts ANWFX vs CAGEX
American Funds New Perspective F2
Price$74.37
Change-$0.65 (-0.87%)
VolumeN/A
Net Assets162.64B
Calamos Global Equity A
Price$19.35
Change-$0.42 (-2.12%)
VolumeN/A
Net Assets163.8M
ANWFX vs CAGEX Comparison Chart in %
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ANWFX vs. CAGEX commentary
Dec 13, 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: 163B vs. CAGEX (164M). ANWFX pays higher dividends than CAGEX: ANWFX (0.66) 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 : 11.66 vs. CAGEX (4.71). ANWFX return over 5 years is better than : 27.07 vs. CAGEX (23.49).
| 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 | 21.411 | 19.818 | 108% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 164M | 99,390% |
| Annual Yield % from dividends | 0.66 | 0.00 | - |
| Returns for 1 year | 11.66 | 4.71 | 247% |
| Returns for 3 years | 50.25 | 64.34 | 78% |
| Returns for 5 years | 27.07 | 23.49 | 115% |
| Returns for 10 years | 104.37 | 54.94 | 190% |
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