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ANWPX vs BGAFX
ANWPX vs BGAFX Comparison
Open Charts ANWPX vs BGAFX
American Funds New Perspective A
Price$71.68
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
Baron Global Advantage Retail
Price$43.76
Change+$0.11 (+0.25%)
VolumeN/A
Net Assets642.4M
ANWPX vs BGAFX Comparison Chart in %
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ANWPX vs. BGAFX commentary
Aug 16, 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 Buy and BGAFX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 159B vs. BGAFX (642M). ANWPX pays higher dividends than BGAFX: ANWPX (0.50) vs BGAFX (0.00). ANWPX was incepted earlier than BGAFX: ANWPX (52 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 : 29.31 vs. ANWPX (13.69). ANWPX return over 5 years is better than : 38.60 vs. BGAFX (5.85).
| ANWPX | BGAFX | ANWPX / BGAFX | |
| Total Expense Ratio | 0.73 | 1.16 | 63% |
| Annual Report Gross Expense Ratio | 0.73 | 1.22 | 60% |
| Fund Existence | 52 years | 13 years | - |
| Gain YTD | 15.408 | 13.046 | 118% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 642M | 24,766% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 13.69 | 29.31 | 47% |
| Returns for 3 years | 34.68 | 29.77 | 116% |
| Returns for 5 years | 38.60 | 5.85 | 659% |
| Returns for 10 years | 88.12 | 210.54 | 42% |
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