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CEVZX vs ANWPX

Both ANWPX and CEVZX are mutual funds. ANWPX has a higher 5-year return than CEVZX (18.9% vs 12.51%). ANWPX has a lower expense ratio than CEVZX (0.75% vs 0.9%). Below is the comparison between ANWPX and CEVZX.

ANWPX CEVZX
Security Type Mutual fund Mutual fund
Segment International Equity: World Large Stock International Equity: World Large Stock
Family American Funds Columbia Threadneedle
Net Assets $63.95B $165.20M
Expense Ratio 0.75% 0.90%
Management Style active active
Dividend Yield 0.12% 1.50%
Minimum Investment $1,000.00 N/A
YTD Return 9.54% 16.59%
1-Year Return 6.10% 8.09%
3-Year Return 18.62% 10.87%
5-Year Return 18.90% 12.51%
10-Year Return 13.59% 9.84%

ANWPX description

The Fund seeks long-term growth of capital with future income as a secondary objective. The Fund seeks to take advantage of investment opportunities generated by changes in international trade patterns and economic and political relationships by investing in common stocks of companies located around the world.

ANWPX performance & returns

YTD Return 9.54%
1-Month Return 4.02%
3-Month Return 6.10%
1-Year Return 6.10%
3-Year Return 18.62%
5-Year Return 18.90%
10-Year Return 13.59%
ANWPX expense ratio is 0.75%.

ANWPX holdings

Top 10 Holdings (29.14% of Total Assets)

Name Symbol % Assets
Tesla Inc TSLA 6.51%
Capital Group Central Cash Fund N/A 4.27%
Amazon.com Inc AMZN 3.41%
Facebook Inc A FB 3.27%
Microsoft Corp MSFT 3.00%
Taiwan Semiconductor Manufacturing Co Ltd 2330.TW 2.81%
Mastercard Inc A MA 1.84%
Netflix Inc NFLX 1.57%
ASML Holding NV ASML 1.27%
PayPal Holdings Inc PYPL 1.19%

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CEVZX description

The Fund seeks long-term capital appreciation and income. The Fund will invest primarily in equity securities that provide income, offer the opportunity for long-term capital appreciation, or both.

CEVZX performance & returns

YTD Return 16.59%
1-Month Return 1.04%
3-Month Return 8.09%
1-Year Return 8.09%
3-Year Return 10.87%
5-Year Return 12.51%
10-Year Return 9.84%
CEVZX expense ratio is 0.9%.

CEVZX holdings

Top 10 Holdings (21.95% of Total Assets)

Name Symbol % Assets
JPMorgan Chase & Co JPM 3.20%
Johnson & Johnson JNJ 3.08%
ITOCHU Corp 8001 2.16%
The Home Depot Inc HD 2.15%
Bank of America Corp BAC 2.02%
Target Corp TGT 2.00%
Mondelez International Inc Class A MDLZ 1.87%
Philip Morris International Inc PM 1.84%
Broadcom Inc AVGO 1.82%
Norfolk Southern Corp NSC 1.81%

Other relevant CEVZX comparisons

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