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ANWPX vs GESIX
ANWPX vs GESIX Comparison
Open Charts ANWPX vs GESIX
American Funds New Perspective A
Price$67.50
Change-$0.81 (-1.19%)
VolumeN/A
Net Assets152.4B
Lazard Global Equity Select Port Instl
Price$18.56
Change-$0.30 (-1.59%)
VolumeN/A
Net Assets77.97M
ANWPX vs GESIX Comparison Chart
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ANWPX vs. GESIX 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 ANWPX is a Buy and GESIX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 152B vs. GESIX (78M). GESIX pays higher dividends than ANWPX: GESIX (0.56) vs ANWPX (0.53). ANWPX was incepted earlier than GESIX: ANWPX (52 years) vs GESIX (11 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 : 8.94 vs. GESIX (-1.76). ANWPX return over 5 years is better than : 48.42 vs. GESIX (40.97).
| 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 | 11 years | - |
| Gain YTD | 8.678 | 1.754 | 495% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152B | 78M | 194,872% |
| Annual Yield % from dividends | 0.53 | 0.56 | 94% |
| Returns for 1 year | 8.94 | -1.76 | -507% |
| Returns for 3 years | 43.13 | 30.28 | 142% |
| Returns for 5 years | 48.42 | 40.97 | 118% |
| Returns for 10 years | 77.43 | 79.32 | 98% |
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