ANWPX
Price
$62.42
Change
+$0.09 (+0.14%)
Updated
Dec 20 closing price
BGAFX
Price
$39.53
Change
+$0.45 (+1.15%)
Updated
Dec 20 closing price
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ANWPX vs BGAFX

Header iconANWPX vs BGAFX Comparison
Open Charts ANWPX vs BGAFXBanner chart's image
American Funds New Perspective A
Price$62.42
Change+$0.09 (+0.14%)
VolumeN/A
CapitalizationN/A
Baron Global Advantage Retail
Price$39.53
Change+$0.45 (+1.15%)
VolumeN/A
CapitalizationN/A
ANWPX vs BGAFX Comparison Chart
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ANWPX vs. BGAFX commentary
Dec 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 Buy and BGAFX is a Hold.

FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 143B vs. BGAFX (596M). 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 : 29.01 vs. ANWPX (13.06). BGAFX return over 5 years is better than : 37.45 vs. ANWPX (35.03).
ANWPXBGAFXANWPX / BGAFX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence52 years13 years-
Gain YTD12.29128.76243%
Front LoadN/AN/A-
Min. Initial Investment250200013%
Min. Initial Investment IRAN/AN/A-
Net Assets143B596M23,993%
Annual Yield % from dividends0.830.00-
Returns for 1 year13.0629.0145%
Returns for 3 years-1.81-23.208%
Returns for 5 years35.0337.4594%
Returns for 10 years63.99180.5235%
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