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ANWPX vs BGAIX
ANWPX vs BGAIX Comparison
Open Charts ANWPX vs BGAIX
American Funds New Perspective A
Price$70.16
Change+$0.39 (+0.56%)
VolumeN/A
Net Assets156.22B
Baron Global Advantage Institutional
Price$44.41
Change+$0.65 (+1.49%)
VolumeN/A
Net Assets588.62M
ANWPX vs BGAIX Comparison Chart in %
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ANWPX vs. BGAIX commentary
Jul 05, 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: 156B vs. BGAIX (589M). ANWPX pays higher dividends than BGAIX: ANWPX (0.51) 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 : 29.21 vs. ANWPX (11.28). ANWPX return over 5 years is better than : 46.16 vs. BGAIX (10.01).
| 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 | 12.961 | 11.555 | 112% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 589M | 26,486% |
| Annual Yield % from dividends | 0.51 | 0.00 | - |
| Returns for 1 year | 11.28 | 29.21 | 39% |
| Returns for 3 years | 46.44 | 57.76 | 80% |
| Returns for 5 years | 46.16 | 10.01 | 461% |
| Returns for 10 years | 87.42 | 198.44 | 44% |
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