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ANWPX vs BGAKX
ANWPX vs BGAKX Comparison
Open Charts ANWPX vs BGAKX
American Funds New Perspective A
Price$67.24
Change-$0.25 (-0.37%)
VolumeN/A
Net Assets150.71B
Baillie Gifford Global Alpha Equities K
Price$17.18
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets715.2M
ANWPX vs BGAKX Comparison Chart
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ANWPX vs. BGAKX commentary
Jun 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 BGAKX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 151B vs. BGAKX (715M). BGAKX pays higher dividends than ANWPX: BGAKX (1.41) vs ANWPX (0.53). ANWPX was incepted earlier than BGAKX: ANWPX (52 years) vs BGAKX (8 years). ANWPX (0.73) is less costly to investors than BGAKX (0.65). BGAKX is a more actively managed with annual turnover of: 28.00 vs. ANWPX (24.00). 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 : 9.27 vs. BGAKX (0.57). ANWPX return over 5 years is better than : 43.80 vs. BGAKX (6.56).
| ANWPX | BGAKX | ANWPX / BGAKX | |
| Total Expense Ratio | 0.73 | 0.65 | 112% |
| Annual Report Gross Expense Ratio | 0.73 | 0.65 | 112% |
| Fund Existence | 52 years | 8 years | - |
| Gain YTD | 8.662 | 6.849 | 126% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 715M | 21,119% |
| Annual Yield % from dividends | 0.53 | 1.41 | 38% |
| Returns for 1 year | 9.27 | 0.57 | 1,630% |
| Returns for 3 years | 29.45 | 20.35 | 145% |
| Returns for 5 years | 43.80 | 6.56 | 667% |
| Returns for 10 years | 78.12 | N/A | - |
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