Interact to see
Advertisement
Advertisement
ANWPX vs BGAFX
ANWPX vs BGAFX Comparison
Open Charts ANWPX vs BGAFX
American Funds New Perspective A
Price$71.91
Change+$0.34 (+0.48%)
VolumeN/A
Net Assets158.47B
Baron Global Advantage Retail
Price$44.17
Change+$0.10 (+0.23%)
VolumeN/A
Net Assets642.4M
ANWPX vs BGAFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ANWPX vs. BGAFX commentary
Sep 06, 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: 158B vs. BGAFX (642M). 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 : 33.57 vs. ANWPX (15.20). ANWPX return over 5 years is better than : 35.52 vs. BGAFX (5.54).
| 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 | 15.778 | 14.105 | 112% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 642M | 24,611% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 15.20 | 33.57 | 45% |
| Returns for 3 years | 48.87 | 51.79 | 94% |
| Returns for 5 years | 35.52 | 5.54 | 641% |
| Returns for 10 years | 98.99 | 234.03 | 42% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers