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ANWFX vs IGMSX
ANWFX vs IGMSX Comparison
Open Charts ANWFX vs IGMSX
American Funds New Perspective F2
Price$71.97
Change+$0.67 (+0.94%)
VolumeN/A
Net Assets159.21B
Voya Global Insights Portfolio S
Price$8.42
Change+$0.15 (+1.81%)
VolumeN/A
Net Assets1.14B
ANWFX vs IGMSX Comparison Chart in %
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ANWFX vs. IGMSX commentary
Sep 09, 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 IGMSX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 159B vs. IGMSX (1.15B). ANWFX pays higher dividends than IGMSX: ANWFX (0.68) vs IGMSX (0.15). 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 : 17.97 vs. IGMSX (-5.43). ANWFX return over 5 years is better than : 38.27 vs. IGMSX (-56.15).
| 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 | 16.475 | 7.056 | 234% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 1.15B | 13,886% |
| Annual Yield % from dividends | 0.68 | 0.15 | 451% |
| Returns for 1 year | 17.97 | -5.43 | -331% |
| Returns for 3 years | 43.44 | -44.02 | -99% |
| Returns for 5 years | 38.27 | -56.15 | -68% |
| Returns for 10 years | 100.43 | -49.02 | -205% |
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