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ANWPX vs BGASX
ANWPX vs BGASX Comparison
Open Charts ANWPX vs BGASX
American Funds New Perspective A
Price$59.16
Change-$2.45 (-3.98%)
VolumeN/A
Net Assets139.04B
Baillie Gifford Global Alpha Equities I
Price$14.93
Change-$0.75 (-4.78%)
VolumeN/A
Net Assets729.17M
ANWPX vs BGASX Comparison Chart
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ANWPX vs. BGASX commentary
Apr 04, 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 BGASX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 139B vs. BGASX (729M). BGASX pays higher dividends than ANWPX: BGASX (1.24) vs ANWPX (0.58). ANWPX was incepted earlier than BGASX: ANWPX (52 years) vs BGASX (8 years). BGASX (0.75) and ANWPX (0.73) have similar cost to investors . ANWPX is a more actively managed with annual turnover of: 24.00 vs. BGASX (19.00). BGASX has a lower initial minimum investment than ANWPX: BGASX (0) vs ANWPX (250). ANWPX annual gain was more profitable for investors over the last year : 2.90 vs. BGASX (-7.39). ANWPX return over 5 years is better than : 69.24 vs. BGASX (28.73).
| ANWPX | BGASX | ANWPX / BGASX | |
| Total Expense Ratio | 0.73 | 0.75 | 97% |
| Annual Report Gross Expense Ratio | 0.73 | 0.75 | 97% |
| Fund Existence | 52 years | 8 years | - |
| Gain YTD | -0.805 | -2.548 | 32% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 729M | 19,067% |
| Annual Yield % from dividends | 0.58 | 1.24 | 47% |
| Returns for 1 year | 2.90 | -7.39 | -39% |
| Returns for 3 years | 3.96 | -5.04 | -79% |
| Returns for 5 years | 69.24 | 28.73 | 241% |
| Returns for 10 years | 64.54 | N/A | - |
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