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ANWPX vs BGAIX
ANWPX vs BGAIX Comparison
Open Charts ANWPX vs BGAIX
American Funds New Perspective A
Price$71.74
Change+$0.20 (+0.28%)
VolumeN/A
Net Assets158.79B
Baron Global Advantage Institutional
Price$45.28
Change+$0.19 (+0.42%)
VolumeN/A
Net Assets642.4M
ANWPX vs BGAIX Comparison Chart in %
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ANWPX vs. BGAIX commentary
Aug 14, 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 BGAIX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 159B vs. BGAIX (642M). ANWPX pays higher dividends than BGAIX: ANWPX (0.50) vs BGAIX (0.00). ANWPX was incepted earlier than BGAIX: ANWPX (52 years) vs BGAIX (13 years). BGAIX (0.96) is less costly to investors than ANWPX (0.73). ANWPX is a more actively managed with annual turnover of: 24.00 vs. BGAIX (8.00). 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 : 33.92 vs. ANWPX (15.93). ANWPX return over 5 years is better than : 38.72 vs. BGAIX (7.71).
| ANWPX | BGAIX | ANWPX / BGAIX | |
| Total Expense Ratio | 0.73 | 0.91 | 80% |
| Annual Report Gross Expense Ratio | 0.73 | 0.96 | 76% |
| Fund Existence | 52 years | 13 years | - |
| Gain YTD | 15.505 | 13.740 | 113% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| 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 | 15.93 | 33.92 | 47% |
| Returns for 3 years | 34.80 | 30.90 | 113% |
| Returns for 5 years | 38.72 | 7.71 | 502% |
| Returns for 10 years | 88.62 | 219.70 | 40% |
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