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ANWPX vs BGALX
ANWPX vs BGALX Comparison
Open Charts ANWPX vs BGALX
American Funds New Perspective A
Price$64.97
Change-$0.80 (-1.22%)
VolumeN/A
Net Assets147.51B
Baillie Gifford Global Alpha Equities 4
Price$18.31
Change-$0.37 (-1.98%)
VolumeN/A
Net Assets799.35M
ANWPX vs BGALX Comparison Chart
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ANWPX vs. BGALX commentary
Feb 23, 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 BGALX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 148B vs. BGALX (799M). BGALX pays higher dividends than ANWPX: BGALX (0.91) vs ANWPX (0.83). ANWPX was incepted earlier than BGALX: ANWPX (52 years) vs BGALX (8 years). BGALX is a more actively managed with annual turnover of: 19.00 vs. ANWPX (17.00). 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 : 10.46 vs. BGALX (2.84). ANWPX return over 5 years is better than : 34.30 vs. BGALX (5.99).
| ANWPX | BGALX | ANWPX / BGALX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 52 years | 8 years | - |
| Gain YTD | 4.605 | 5.265 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 200000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 799M | 18,523% |
| Annual Yield % from dividends | 0.83 | 0.91 | 91% |
| Returns for 1 year | 10.46 | 2.84 | 368% |
| Returns for 3 years | 14.59 | 6.31 | 231% |
| Returns for 5 years | 34.30 | 5.99 | 572% |
| Returns for 10 years | 73.51 | N/A | - |
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