Interact to see
Advertisement
Advertisement
ANWFX vs CCGEX
ANWFX vs CCGEX Comparison
Open Charts ANWFX vs CCGEX
American Funds New Perspective F2
Price$70.94
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets158.35B
Calamos Global Equity C
Price$14.45
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets152.04M
ANWFX vs CCGEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ANWFX vs. CCGEX commentary
Jul 27, 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: 158B vs. CCGEX (152M). 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 : 17.30 vs. CCGEX (7.68). ANWFX return over 5 years is better than : 43.78 vs. CCGEX (25.76).
| 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 | 14.808 | 13.333 | 111% |
| Front Load | N/A | N/A | - |
| 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 | 7.68 | 225% |
| Returns for 3 years | 45.72 | 48.66 | 94% |
| Returns for 5 years | 43.78 | 25.76 | 170% |
| Returns for 10 years | 87.91 | 15.42 | 570% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement