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ANWFX vs CCGEX
ANWFX vs CCGEX Comparison
Open Charts ANWFX vs CCGEX
American Funds New Perspective F2
Price$71.41
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
Calamos Global Equity C
Price$14.62
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets153.96M
ANWFX vs CCGEX Comparison Chart in %
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ANWFX vs. CCGEX commentary
Aug 18, 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 StrongBuy and CCGEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 159B vs. CCGEX (154M). 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 : 13.90 vs. CCGEX (4.43). ANWFX return over 5 years is better than : 39.36 vs. CCGEX (21.93).
| 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 | 15.569 | 14.667 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 154M | 103,247% |
| Annual Yield % from dividends | 0.70 | 0.00 | - |
| Returns for 1 year | 13.90 | 4.43 | 314% |
| Returns for 3 years | 35.16 | 41.12 | 86% |
| Returns for 5 years | 39.36 | 21.93 | 179% |
| Returns for 10 years | 88.81 | 18.09 | 491% |
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