Interact to see
Advertisement
Advertisement
ANWFX vs IGMIX
ANWFX vs IGMIX Comparison
Open Charts ANWFX vs IGMIX
American Funds New Perspective F2
Price$67.22
Change-$0.81 (-1.19%)
VolumeN/A
Net Assets150.58B
Voya Global Insights Portfolio I
Price$9.87
Change-$0.11 (-1.10%)
VolumeN/A
Net Assets1.09B
ANWFX vs IGMIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ANWFX vs. IGMIX commentary
Jun 15, 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 IGMIX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 151B vs. IGMIX (1.09B). ANWFX pays higher dividends than IGMIX: ANWFX (0.73) vs IGMIX (0.00). ANWFX was incepted earlier than IGMIX: ANWFX (17 years) vs IGMIX (23 years). IGMIX (0.87) is less costly to investors than ANWFX (0.52). IGMIX is a more actively managed with annual turnover of: 126.00 vs. ANWFX (24.00). IGMIX has a lower initial minimum investment than ANWFX: IGMIX (0) vs ANWFX (250). ANWFX annual gain was more profitable for investors over the last year : 9.12 vs. IGMIX (-48.24). ANWFX return over 5 years is better than : 49.23 vs. IGMIX (-46.50).
| ANWFX | IGMIX | ANWFX / IGMIX | |
| Total Expense Ratio | 0.52 | 0.76 | 68% |
| Annual Report Gross Expense Ratio | 0.52 | 0.87 | 60% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 8.788 | 5.224 | 168% |
| 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 | -48.24 | -19% |
| Returns for 3 years | 43.63 | -43.89 | -99% |
| Returns for 5 years | 49.23 | -46.50 | -106% |
| Returns for 10 years | 78.05 | -49.49 | -158% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement