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ANWPX vs BGALX
ANWPX vs BGALX Comparison
Open Charts ANWPX vs BGALX
American Funds New Perspective A
Price$63.53
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets142.07B
Baillie Gifford Global Alpha Equities 4
Price$16.65
Change+$0.39 (+2.40%)
VolumeN/A
Net Assets715.2M
ANWPX vs BGALX Comparison Chart
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ANWPX vs. BGALX commentary
May 11, 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 BGALX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 142B vs. BGALX (715M). BGALX pays higher dividends than ANWPX: BGALX (1.60) vs ANWPX (0.56). ANWPX was incepted earlier than BGALX: ANWPX (52 years) vs BGALX (8 years). ANWPX (0.73) is less costly to investors than BGALX (0.55). BGALX is a more actively managed with annual turnover of: 28.00 vs. ANWPX (24.00). ANWPX has a lower initial minimum investment than BGALX: ANWPX (250) vs BGALX (200000000). ANWPX annual gain was more profitable for investors over the last year : 5.39 vs. BGALX (-8.02). ANWPX return over 5 years is better than : 47.09 vs. BGALX (7.75).
| ANWPX | BGALX | ANWPX / BGALX | |
| Total Expense Ratio | 0.73 | 0.55 | 133% |
| Annual Report Gross Expense Ratio | 0.73 | 0.55 | 133% |
| Fund Existence | 52 years | 8 years | - |
| Gain YTD | 2.286 | -4.292 | -53% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 200000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 715M | 19,860% |
| Annual Yield % from dividends | 0.56 | 1.60 | 35% |
| Returns for 1 year | 5.39 | -8.02 | -67% |
| Returns for 3 years | 27.74 | 17.95 | 155% |
| Returns for 5 years | 47.09 | 7.75 | 608% |
| Returns for 10 years | 65.41 | N/A | - |
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