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ANWFX vs IGMSX
ANWFX vs IGMSX Comparison
Open Charts ANWFX vs IGMSX
American Funds New Perspective F2
Price$71.41
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
Voya Global Insights Portfolio S
Price$8.26
Change+$0.02 (+0.24%)
VolumeN/A
Net Assets1.15B
ANWFX vs IGMSX Comparison Chart in %
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ANWFX vs. IGMSX commentary
Aug 19, 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 IGMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 159B vs. IGMSX (1.15B). ANWFX pays higher dividends than IGMSX: ANWFX (0.70) vs IGMSX (0.00). ANWFX was incepted earlier than IGMSX: ANWFX (17 years) vs IGMSX (23 years). IGMSX (1.12) is less costly to investors than ANWFX (0.52). IGMSX is a more actively managed with annual turnover of: 126.00 vs. ANWFX (24.00). IGMSX has a lower initial minimum investment than ANWFX: IGMSX (0) vs ANWFX (250). ANWFX annual gain was more profitable for investors over the last year : 13.90 vs. IGMSX (-8.86). ANWFX return over 5 years is better than : 39.36 vs. IGMSX (-55.98).
| ANWFX | IGMSX | ANWFX / IGMSX | |
| Total Expense Ratio | 0.52 | 1.01 | 51% |
| Annual Report Gross Expense Ratio | 0.52 | 1.12 | 46% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 15.569 | 5.021 | 310% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 1.15B | 13,802% |
| Annual Yield % from dividends | 0.70 | 0.00 | - |
| Returns for 1 year | 13.90 | -8.86 | -157% |
| Returns for 3 years | 35.16 | -48.88 | -72% |
| Returns for 5 years | 39.36 | -55.98 | -70% |
| Returns for 10 years | 88.81 | -53.17 | -167% |
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