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ANWPX vs BGAFX
ANWPX vs BGAFX Comparison
Open Charts ANWPX vs BGAFX
American Funds New Perspective A
Price$64.97
Change-$0.80 (-1.22%)
VolumeN/A
Net Assets147.51B
Baron Global Advantage Retail
Price$40.98
Change-$1.34 (-3.17%)
VolumeN/A
Net Assets609.47M
ANWPX vs BGAFX Comparison Chart
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ANWPX vs. BGAFX commentary
Feb 23, 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 StrongBuy and BGAFX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 148B vs. BGAFX (609M). 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 : 25.24 vs. ANWPX (10.46). ANWPX return over 5 years is better than : 34.30 vs. BGAFX (25.36).
| 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 | 4.605 | 5.864 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 609M | 24,302% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | 10.46 | 25.24 | 41% |
| Returns for 3 years | 14.59 | 6.39 | 228% |
| Returns for 5 years | 34.30 | 25.36 | 135% |
| Returns for 10 years | 73.51 | 184.56 | 40% |
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