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ANWPX vs BGAFX
ANWPX vs BGAFX Comparison
Open Charts ANWPX vs BGAFX
American Funds New Perspective A
Price$65.62
Change+$0.27 (+0.41%)
VolumeN/A
CapitalizationN/A
Baron Global Advantage Retail
Price$38.57
Change+$0.31 (+0.81%)
VolumeN/A
CapitalizationN/A
ANWPX vs BGAFX Comparison Chart
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ANWPX vs. BGAFX commentary
Nov 23, 2024
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 StrongBuy and BGAFX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 144B vs. BGAFX (550M). ANWPX pays higher dividends than BGAFX: ANWPX (0.83) vs BGAFX (0.00). ANWPX was incepted earlier than BGAFX: ANWPX (52 years) vs BGAFX (13 years). ANWPX is a more actively managed with annual turnover of: 17.00 vs. BGAFX (2.03). ANWPX has a lower initial minimum investment than BGAFX: ANWPX (250) vs BGAFX (2000). BGAFX annual gain was more profitable for investors over the last year : 35.05 vs. ANWPX (18.53). ANWPX (41.89) and BGAFX (39.85) have equivalent 5 years return.
| ANWPX | BGAFX | ANWPX / BGAFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 52 years | 13 years | - |
| Gain YTD | 17.388 | 25.635 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 550M | 26,182% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | 18.53 | 35.05 | 53% |
| Returns for 3 years | -6.70 | -29.49 | 23% |
| Returns for 5 years | 41.89 | 39.85 | 105% |
| Returns for 10 years | 69.61 | 162.55 | 43% |
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