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ANWPX vs BGAIX
ANWPX vs BGAIX Comparison
Open Charts ANWPX vs BGAIX
American Funds New Perspective A
Price$71.91
Change+$0.34 (+0.48%)
VolumeN/A
Net Assets158.47B
Baron Global Advantage Institutional
Price$45.42
Change+$0.11 (+0.24%)
VolumeN/A
Net Assets642.4M
ANWPX vs BGAIX Comparison Chart in %
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ANWPX vs. BGAIX commentary
Sep 06, 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: 158B vs. BGAIX (642M). ANWPX pays higher dividends than BGAIX: ANWPX (0.50) vs BGAIX (0.00). ANWPX was incepted earlier than BGAIX: ANWPX (53 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 : 33.67 vs. ANWPX (15.20). ANWPX return over 5 years is better than : 35.52 vs. BGAIX (6.72).
| ANWPX | BGAIX | ANWPX / BGAIX | |
| Total Expense Ratio | 0.73 | 0.91 | 80% |
| Annual Report Gross Expense Ratio | 0.73 | 0.96 | 76% |
| Fund Existence | 53 years | 13 years | - |
| Gain YTD | 15.778 | 14.092 | 112% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 642M | 24,611% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 15.20 | 33.67 | 45% |
| Returns for 3 years | 48.87 | 52.72 | 93% |
| Returns for 5 years | 35.52 | 6.72 | 529% |
| Returns for 10 years | 98.99 | 241.61 | 41% |
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