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ANWPX vs BGAIX
ANWPX vs BGAIX Comparison
Open Charts ANWPX vs BGAIX
American Funds New Perspective A
Price$65.85
Change-$2.09 (-3.08%)
VolumeN/A
CapitalizationN/A
Baron Global Advantage Institutional
Price$40.24
Change-$1.73 (-4.12%)
VolumeN/A
CapitalizationN/A
ANWPX vs BGAIX Comparison Chart
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ANWPX vs. BGAIX commentary
Dec 19, 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 Buy and BGAIX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 149B vs. BGAIX (596M). 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 : 32.52 vs. ANWPX (23.15). BGAIX return over 5 years is better than : 44.52 vs. ANWPX (41.49).
| 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 | 21.538 | 33.280 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 596M | 25,000% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | 23.15 | 32.52 | 71% |
| Returns for 3 years | 7.41 | -18.06 | -41% |
| Returns for 5 years | 41.49 | 44.52 | 93% |
| Returns for 10 years | 77.49 | 196.33 | 39% |
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