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ANWPX vs GESIX
ANWPX vs GESIX Comparison
Open Charts ANWPX vs GESIX
American Funds New Perspective A
Price$71.21
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets158.35B
Lazard Global Equity Select Port Instl
Price$19.39
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets83.51M
ANWPX vs GESIX Comparison Chart in %
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ANWPX vs. GESIX commentary
Jul 28, 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 Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 158B vs. GESIX (83.5M). GESIX pays higher dividends than ANWPX: GESIX (0.55) vs ANWPX (0.51). ANWPX was incepted earlier than GESIX: ANWPX (52 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 : 17.07 vs. GESIX (3.12). ANWPX return over 5 years is better than : 42.99 vs. GESIX (37.71).
| ANWPX | GESIX | ANWPX / GESIX | |
| Total Expense Ratio | 0.73 | 0.86 | 85% |
| Annual Report Gross Expense Ratio | 0.73 | 0.86 | 85% |
| Fund Existence | 52 years | 12 years | - |
| Gain YTD | 14.651 | 6.305 | 232% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 83.5M | 189,222% |
| Annual Yield % from dividends | 0.51 | 0.55 | 93% |
| Returns for 1 year | 17.07 | 3.12 | 547% |
| Returns for 3 years | 45.17 | 28.08 | 161% |
| Returns for 5 years | 42.99 | 37.71 | 114% |
| Returns for 10 years | 87.23 | 86.99 | 100% |
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