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ANWPX vs BGAFX
ANWPX vs BGAFX Comparison
Open Charts ANWPX vs BGAFX
American Funds New Perspective A
Price$65.05
Change+$0.38 (+0.59%)
VolumeN/A
Net Assets147.67B
Baron Global Advantage Retail
Price$40.06
Change+$0.09 (+0.23%)
VolumeN/A
Net Assets589.1M
ANWPX vs BGAFX Comparison Chart
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ANWPX vs. BGAFX commentary
Jan 24, 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 (589M). 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 : 28.07 vs. ANWPX (16.50). ANWPX return over 5 years is better than : 36.88 vs. BGAFX (33.44).
| 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 | 4.734 | 3.487 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 589M | 25,127% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | 16.50 | 28.07 | 59% |
| Returns for 3 years | 9.26 | -1.14 | -816% |
| Returns for 5 years | 36.88 | 33.44 | 110% |
| Returns for 10 years | 79.47 | 178.17 | 45% |
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