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ANWPX vs BGAIX
ANWPX vs BGAIX Comparison
Open Charts ANWPX vs BGAIX
American Funds New Perspective A
Price$63.39
Change+$0.41 (+0.65%)
VolumeN/A
Net Assets144.81B
Baron Global Advantage Institutional
Price$40.75
Change+$0.19 (+0.47%)
VolumeN/A
Net Assets589.1M
ANWPX vs BGAIX Comparison Chart
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ANWPX vs. BGAIX commentary
Jan 19, 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: 145B vs. BGAIX (589M). 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 : 30.82 vs. ANWPX (15.42). ANWPX (32.08) and BGAIX (31.83) have equivalent 5 years return.
| 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 | 2.061 | 2.361 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 589M | 24,618% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | 15.42 | 30.82 | 50% |
| Returns for 3 years | 2.45 | -6.34 | -39% |
| Returns for 5 years | 32.08 | 31.83 | 101% |
| Returns for 10 years | 78.32 | 192.03 | 41% |
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