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AGGDX vs ANWPX
AGGDX vs ANWPX Comparison
Open Charts AGGDX vs ANWPX
American Century Focused Global Gr R6
Price$12.46
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets648.57M
American Funds New Perspective A
Price$67.65
Change+$0.41 (+0.61%)
VolumeN/A
Net Assets150.13B
AGGDX vs ANWPX Comparison Chart
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AGGDX vs. ANWPX commentary
Jun 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 AGGDX is a Buy and ANWPX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 150B vs. AGGDX (649M). ANWPX pays higher dividends than AGGDX: ANWPX (0.53) vs AGGDX (0.40). AGGDX was incepted earlier than ANWPX: AGGDX (12 years) vs ANWPX (52 years). AGGDX (0.73) and ANWPX (0.73) have similar cost to investors . AGGDX is a more actively managed with annual turnover of: 72.00 vs. ANWPX (24.00). AGGDX has a lower initial minimum investment than ANWPX: AGGDX (0) vs ANWPX (250). ANWPX annual gain was more profitable for investors over the last year : 9.34 vs. AGGDX (-0.86). ANWPX return over 5 years is better than : 44.14 vs. AGGDX (-0.15).
| AGGDX | ANWPX | AGGDX / ANWPX | |
| Total Expense Ratio | 0.73 | 0.73 | 100% |
| Annual Report Gross Expense Ratio | 0.73 | 0.73 | 100% |
| Fund Existence | 12 years | 52 years | - |
| Gain YTD | 10.311 | 8.920 | 116% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 649M | 150B | 0% |
| Annual Yield % from dividends | 0.40 | 0.53 | 76% |
| Returns for 1 year | -0.86 | 9.34 | -9% |
| Returns for 3 years | 2.19 | 28.95 | 8% |
| Returns for 5 years | -0.15 | 44.14 | -0% |
| Returns for 10 years | 5.40 | 78.75 | 7% |
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