Interact to see
Advertisement
Advertisement
ANWPX vs GESIX
ANWPX vs GESIX Comparison
Open Charts ANWPX vs GESIX
American Funds New Perspective A
Price$70.16
Change+$0.39 (+0.56%)
VolumeN/A
Net Assets156.22B
Lazard Global Equity Select Port Instl
Price$19.06
Change+$0.07 (+0.37%)
VolumeN/A
Net Assets82.4M
ANWPX vs GESIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ANWPX vs. GESIX commentary
Jul 07, 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: 156B vs. GESIX (82.4M). 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 : 11.28 vs. GESIX (-0.32). ANWPX return over 5 years is better than : 46.16 vs. GESIX (40.61).
| 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 | 12.961 | 4.496 | 288% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 82.4M | 189,320% |
| Annual Yield % from dividends | 0.51 | 0.55 | 93% |
| Returns for 1 year | 11.28 | -0.32 | -3,505% |
| Returns for 3 years | 46.44 | 29.34 | 158% |
| Returns for 5 years | 46.16 | 40.61 | 114% |
| Returns for 10 years | 87.42 | 87.12 | 100% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement