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AGGDX vs ANWPX
AGGDX vs ANWPX Comparison
Open Charts AGGDX vs ANWPX
American Century Focused Global Gr R6
Price$10.87
Change+$0.87 (+8.70%)
VolumeN/A
Net Assets531.03M
American Funds New Perspective A
Price$58.65
Change+$4.28 (+7.87%)
VolumeN/A
Net Assets122.54B
AGGDX vs ANWPX Comparison Chart
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AGGDX vs. ANWPX commentary
Apr 11, 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 Hold and ANWPX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 123B vs. AGGDX (531M). ANWPX pays higher dividends than AGGDX: ANWPX (0.58) vs AGGDX (0.43). AGGDX was incepted earlier than ANWPX: AGGDX (12 years) vs ANWPX (52 years). AGGDX (0.74) 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 : -9.70 vs. AGGDX (-17.83). ANWPX return over 5 years is better than : 35.93 vs. AGGDX (-4.41).
| AGGDX | ANWPX | AGGDX / ANWPX | |
| Total Expense Ratio | 0.74 | 0.73 | 101% |
| Annual Report Gross Expense Ratio | 0.74 | 0.73 | 101% |
| Fund Existence | 12 years | 52 years | - |
| Gain YTD | -11.111 | -12.462 | 89% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 531M | 123B | 0% |
| Annual Yield % from dividends | 0.43 | 0.58 | 75% |
| Returns for 1 year | -17.83 | -9.70 | 184% |
| Returns for 3 years | -23.11 | -5.78 | 400% |
| Returns for 5 years | -4.41 | 35.93 | -12% |
| Returns for 10 years | -16.03 | 42.33 | -38% |
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