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ANWPX vs GESIX
ANWPX vs GESIX Comparison
Open Charts ANWPX vs GESIX
American Funds New Perspective A
Price$73.97
Change+$0.14 (+0.19%)
VolumeN/A
Net Assets162.86B
Lazard Global Equity Select Port Instl
Price$19.25
Change+$0.09 (+0.47%)
VolumeN/A
Net Assets80.58M
ANWPX vs GESIX Comparison Chart in %
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ANWPX vs. GESIX commentary
Oct 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 ANWPX is a Hold and GESIX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 163B vs. GESIX (80.6M). GESIX pays higher dividends than ANWPX: GESIX (0.53) vs ANWPX (0.48). 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 : 12.82 vs. GESIX (-3.19). ANWPX return over 5 years is better than : 35.42 vs. GESIX (27.07).
| 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 | 19.095 | 5.548 | 344% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 80.6M | 202,233% |
| Annual Yield % from dividends | 0.48 | 0.53 | 90% |
| Returns for 1 year | 12.82 | -3.19 | -401% |
| Returns for 3 years | 61.71 | 34.68 | 178% |
| Returns for 5 years | 35.42 | 27.07 | 131% |
| Returns for 10 years | 99.22 | 91.00 | 109% |
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