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ANWPX vs BGAFX
ANWPX vs BGAFX Comparison
Open Charts ANWPX vs BGAFX
American Funds New Perspective A
Price$72.66
Change-$0.69 (-0.94%)
VolumeN/A
Net Assets162.17B
Baron Global Advantage Retail
Price$46.05
Change-$0.41 (-0.88%)
VolumeN/A
Net Assets668.89M
ANWPX vs BGAFX Comparison Chart in %
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ANWPX vs. BGAFX commentary
Sep 26, 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 Hold and BGAFX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 162B vs. BGAFX (669M). ANWPX pays higher dividends than BGAFX: ANWPX (0.50) vs BGAFX (0.00). ANWPX was incepted earlier than BGAFX: ANWPX (53 years) vs BGAFX (13 years). BGAFX (1.22) is less costly to investors than ANWPX (0.73). ANWPX is a more actively managed with annual turnover of: 24.00 vs. BGAFX (8.00). 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 : 32.41 vs. ANWPX (11.62). ANWPX return over 5 years is better than : 40.28 vs. BGAFX (8.03).
| ANWPX | BGAFX | ANWPX / BGAFX | |
| Total Expense Ratio | 0.73 | 1.16 | 63% |
| Annual Report Gross Expense Ratio | 0.73 | 1.22 | 60% |
| Fund Existence | 53 years | 13 years | - |
| Gain YTD | 16.986 | 18.967 | 90% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 669M | 24,215% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 11.62 | 32.41 | 36% |
| Returns for 3 years | 61.17 | 70.63 | 87% |
| Returns for 5 years | 40.28 | 8.03 | 502% |
| Returns for 10 years | 110.50 | 284.73 | 39% |
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