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ANWFX vs CCGEX
ANWFX vs CCGEX Comparison
Open Charts ANWFX vs CCGEX
American Funds New Perspective F2
Price$69.88
Change+$0.39 (+0.56%)
VolumeN/A
Net Assets156.22B
Calamos Global Equity C
Price$14.06
Change+$0.11 (+0.79%)
VolumeN/A
Net Assets147.34M
ANWFX vs CCGEX Comparison Chart in %
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ANWFX vs. CCGEX 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 CCGEX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 156B vs. CCGEX (147M). ANWFX pays higher dividends than CCGEX: ANWFX (0.70) vs CCGEX (0.00). ANWFX was incepted earlier than CCGEX: ANWFX (17 years) vs CCGEX (18 years). CCGEX (2.17) is less costly to investors than ANWFX (0.52). CCGEX is a more actively managed with annual turnover of: 78.00 vs. ANWFX (24.00). ANWFX has a lower initial minimum investment than CCGEX: ANWFX (250) vs CCGEX (2500). ANWFX annual gain was more profitable for investors over the last year : 11.50 vs. CCGEX (-2.23). ANWFX return over 5 years is better than : 46.95 vs. CCGEX (28.28).
| ANWFX | CCGEX | ANWFX / CCGEX | |
| Total Expense Ratio | 0.52 | 2.15 | 24% |
| Annual Report Gross Expense Ratio | 0.52 | 2.17 | 24% |
| Fund Existence | 17 years | 18 years | - |
| Gain YTD | 13.093 | 10.275 | 127% |
| Front Load | N/A | N/A | - |
| 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 | -2.23 | -517% |
| Returns for 3 years | 46.97 | 46.92 | 100% |
| Returns for 5 years | 46.95 | 28.28 | 166% |
| Returns for 10 years | 88.11 | 14.12 | 624% |
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