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ANWPX vs GESIX
ANWPX vs GESIX Comparison
Open Charts ANWPX vs GESIX
American Funds New Perspective A
Price$71.91
Change+$0.34 (+0.48%)
VolumeN/A
Net Assets159.21B
Lazard Global Equity Select Port Instl
Price$18.85
Change+$0.11 (+0.59%)
VolumeN/A
Net Assets81.89M
ANWPX vs GESIX Comparison Chart in %
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ANWPX vs. GESIX commentary
Sep 08, 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 ANWPX is a Buy and GESIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 159B vs. GESIX (81.9M). GESIX pays higher dividends than ANWPX: GESIX (0.54) vs ANWPX (0.50). ANWPX was incepted earlier than GESIX: ANWPX (53 years) vs GESIX (12 years). GESIX (0.86) is less costly to investors than ANWPX (0.73). ANWPX (24.00) and GESIX (23.00) have comparable annual turnover. ANWPX has a lower initial minimum investment than GESIX: ANWPX (250) vs GESIX (10000). ANWPX annual gain was more profitable for investors over the last year : 15.20 vs. GESIX (-1.92). ANWPX return over 5 years is better than : 35.52 vs. GESIX (28.59).
| ANWPX | GESIX | ANWPX / GESIX | |
| Total Expense Ratio | 0.73 | 0.86 | 85% |
| Annual Report Gross Expense Ratio | 0.73 | 0.86 | 85% |
| Fund Existence | 53 years | 12 years | - |
| Gain YTD | 15.778 | 3.519 | 448% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 81.9M | 194,139% |
| Annual Yield % from dividends | 0.50 | 0.54 | 91% |
| Returns for 1 year | 15.20 | -1.92 | -793% |
| Returns for 3 years | 48.87 | 26.61 | 184% |
| Returns for 5 years | 35.52 | 28.59 | 124% |
| Returns for 10 years | 98.99 | 93.63 | 106% |
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