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ANWPX vs BGAIX
ANWPX vs BGAIX Comparison
Open Charts ANWPX vs BGAIX
American Funds New Perspective A
Price$64.97
Change-$0.80 (-1.22%)
VolumeN/A
Net Assets147.51B
Baron Global Advantage Institutional
Price$42.16
Change-$1.38 (-3.17%)
VolumeN/A
Net Assets609.47M
ANWPX vs BGAIX Comparison Chart
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ANWPX vs. BGAIX commentary
Feb 23, 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 BGAIX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 148B vs. BGAIX (609M). ANWPX pays higher dividends than BGAIX: ANWPX (0.83) vs BGAIX (0.00). ANWPX was incepted earlier than BGAIX: ANWPX (52 years) vs BGAIX (13 years). ANWPX is a more actively managed with annual turnover of: 17.00 vs. BGAIX (2.03). ANWPX has a lower initial minimum investment than BGAIX: ANWPX (250) vs BGAIX (1000000). BGAIX annual gain was more profitable for investors over the last year : 25.55 vs. ANWPX (10.46). ANWPX return over 5 years is better than : 34.30 vs. BGAIX (26.99).
| ANWPX | BGAIX | ANWPX / BGAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 52 years | 13 years | - |
| Gain YTD | 4.605 | 5.903 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 609M | 24,302% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | 10.46 | 25.55 | 41% |
| Returns for 3 years | 14.59 | 7.22 | 202% |
| Returns for 5 years | 34.30 | 26.99 | 127% |
| Returns for 10 years | 73.51 | 191.52 | 38% |
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