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ANWFX vs IGMAX
ANWFX vs IGMAX Comparison
Open Charts ANWFX vs IGMAX
American Funds New Perspective F2
Price$67.22
Change-$0.81 (-1.19%)
VolumeN/A
Net Assets150.58B
Voya Global Insights Portfolio ADV
Price$7.85
Change-$0.08 (-1.01%)
VolumeN/A
Net Assets1.09B
ANWFX vs IGMAX Comparison Chart
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ANWFX vs. IGMAX commentary
Jun 16, 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 IGMAX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 151B vs. IGMAX (1.09B). ANWFX pays higher dividends than IGMAX: ANWFX (0.73) vs IGMAX (0.00). ANWFX was incepted earlier than IGMAX: ANWFX (17 years) vs IGMAX (23 years). IGMAX (1.37) is less costly to investors than ANWFX (0.52). IGMAX is a more actively managed with annual turnover of: 126.00 vs. ANWFX (24.00). IGMAX has a lower initial minimum investment than ANWFX: IGMAX (0) vs ANWFX (250). ANWFX annual gain was more profitable for investors over the last year : 9.12 vs. IGMAX (-54.49). ANWFX return over 5 years is better than : 49.23 vs. IGMAX (-55.16).
| ANWFX | IGMAX | ANWFX / IGMAX | |
| Total Expense Ratio | 0.52 | 1.26 | 41% |
| Annual Report Gross Expense Ratio | 0.52 | 1.37 | 38% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 8.788 | 5.087 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 1.09B | 13,904% |
| Annual Yield % from dividends | 0.73 | 0.00 | - |
| Returns for 1 year | 9.12 | -54.49 | -17% |
| Returns for 3 years | 43.63 | -52.28 | -83% |
| Returns for 5 years | 49.23 | -55.16 | -89% |
| Returns for 10 years | 78.05 | -59.41 | -131% |