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ANWPX vs BGAKX
ANWPX vs BGAKX Comparison
Open Charts ANWPX vs BGAKX
American Funds New Perspective A
Price$70.53
Change+$1.23 (+1.77%)
VolumeN/A
Net Assets154.03B
Baillie Gifford Global Alpha Equities K
Price$18.20
Change+$0.35 (+1.96%)
VolumeN/A
Net Assets715.2M
ANWPX vs BGAKX Comparison Chart in %
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ANWPX vs. BGAKX commentary
Aug 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: 154B vs. BGAKX (715M). BGAKX pays higher dividends than ANWPX: BGAKX (1.31) vs ANWPX (0.50). 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 : 17.18 vs. BGAKX (8.56). ANWPX return over 5 years is better than : 37.19 vs. BGAKX (-0.58).
| 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 | 13.557 | 11.146 | 122% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 715M | 21,538% |
| Annual Yield % from dividends | 0.50 | 1.31 | 38% |
| Returns for 1 year | 17.18 | 8.56 | 201% |
| Returns for 3 years | 36.54 | 23.75 | 154% |
| Returns for 5 years | 37.19 | -0.58 | -6,424% |
| Returns for 10 years | 84.68 | N/A | - |
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