Ad is loading...
ANWPX vs BGAKX
ANWPX vs BGAKX Comparison
Open Charts ANWPX vs BGAKX
American Funds New Perspective A
Price$63.39
Change+$0.41 (+0.65%)
VolumeN/A
Net Assets144.81B
Baillie Gifford Global Alpha Equities K
Price$16.46
Change+$0.15 (+0.92%)
VolumeN/A
Net Assets758.72M
ANWPX vs BGAKX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ANWPX vs. BGAKX 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 BGAKX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 145B vs. BGAKX (759M). BGAKX pays higher dividends than ANWPX: BGAKX (1.06) vs ANWPX (0.83). ANWPX was incepted earlier than BGAKX: ANWPX (52 years) vs BGAKX (8 years). BGAKX is a more actively managed with annual turnover of: 19.00 vs. ANWPX (17.00). ANWPX has a lower initial minimum investment than BGAKX: ANWPX (250) vs BGAKX (10000000). ANWPX annual gain was more profitable for investors over the last year : 15.42 vs. BGAKX (7.32). ANWPX return over 5 years is better than : 32.08 vs. BGAKX (0.90).
| ANWPX | BGAKX | ANWPX / BGAKX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 52 years | 8 years | - |
| Gain YTD | 2.061 | 2.491 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 759M | 19,104% |
| Annual Yield % from dividends | 0.83 | 1.06 | 78% |
| Returns for 1 year | 15.42 | 7.32 | 211% |
| Returns for 3 years | 2.45 | -6.78 | -36% |
| Returns for 5 years | 32.08 | 0.90 | 3,562% |
| Returns for 10 years | 78.32 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...