Interact to see
Advertisement
Advertisement
ANWPX vs BGALX
ANWPX vs BGALX Comparison
Open Charts ANWPX vs BGALX
American Funds New Perspective A
Price$74.11
Change-$0.42 (-0.56%)
VolumeN/A
Net Assets164.4B
Baillie Gifford Global Alpha Equities 4
Price$16.65
Change+$0.39 (+2.40%)
VolumeN/A
Net Assets715.2M
ANWPX vs BGALX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ANWPX vs. BGALX commentary
Oct 08, 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 Hold and BGALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 164B vs. BGALX (715M). BGALX pays higher dividends than ANWPX: BGALX (1.60) vs ANWPX (0.48). ANWPX was incepted earlier than BGALX: ANWPX (53 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 : 13.94 vs. BGALX (-13.41). ANWPX return over 5 years is better than : 36.68 vs. BGALX (-16.75).
| ANWPX | BGALX | ANWPX / BGALX | |
| Total Expense Ratio | 0.73 | 0.55 | 133% |
| Annual Report Gross Expense Ratio | 0.73 | 0.55 | 133% |
| Fund Existence | 53 years | 8 years | - |
| Gain YTD | 19.321 | -4.292 | -450% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 200000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164B | 715M | 22,937% |
| Annual Yield % from dividends | 0.48 | 1.60 | 30% |
| Returns for 1 year | 13.94 | -13.41 | -104% |
| Returns for 3 years | 63.75 | 23.67 | 269% |
| Returns for 5 years | 36.68 | -16.75 | -219% |
| Returns for 10 years | 100.82 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement