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ANWPX vs BGAIX
ANWPX vs BGAIX Comparison
Open Charts ANWPX vs BGAIX
American Funds New Perspective A
Price$64.56
Change-$0.93 (-1.42%)
VolumeN/A
CapitalizationN/A
Baron Global Advantage Institutional
Price$37.65
Change-$0.85 (-2.21%)
VolumeN/A
CapitalizationN/A
ANWPX vs BGAIX Comparison Chart
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ANWPX vs. BGAIX commentary
Nov 18, 2024
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 StrongSell and BGAIX is a StrongSell.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 142B vs. BGAIX (550M). 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 : 31.05 vs. ANWPX (18.16). ANWPX return over 5 years is better than : 39.56 vs. BGAIX (36.12).
| 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 | 15.492 | 19.562 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 550M | 25,818% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | 18.16 | 31.05 | 58% |
| Returns for 3 years | -9.95 | -40.71 | 24% |
| Returns for 5 years | 39.56 | 36.12 | 110% |
| Returns for 10 years | 68.10 | 158.73 | 43% |
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