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ANWPX vs BGATX
ANWPX vs BGATX Comparison
Open Charts ANWPX vs BGATX
American Funds New Perspective A
Price$65.75
Change+$0.10 (+0.15%)
VolumeN/A
Net Assets147B
Baillie Gifford Global Alpha Equities 2
Price$17.02
Change+$0.08 (+0.47%)
VolumeN/A
Net Assets715.2M
ANWPX vs BGATX Comparison Chart
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ANWPX vs. BGATX commentary
May 15, 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 BGATX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 147B vs. BGATX (715M). BGATX pays higher dividends than ANWPX: BGATX (1.45) vs ANWPX (0.56). ANWPX was incepted earlier than BGATX: ANWPX (52 years) vs BGATX (10 years). ANWPX (0.73) is less costly to investors than BGATX (0.65). BGATX is a more actively managed with annual turnover of: 28.00 vs. ANWPX (24.00). ANWPX has a lower initial minimum investment than BGATX: ANWPX (250) vs BGATX (25000000). ANWPX annual gain was more profitable for investors over the last year : 8.48 vs. BGATX (-0.03). ANWPX return over 5 years is better than : 55.25 vs. BGATX (17.60).
| ANWPX | BGATX | ANWPX / BGATX | |
| Total Expense Ratio | 0.73 | 0.65 | 112% |
| Annual Report Gross Expense Ratio | 0.73 | 0.65 | 112% |
| Fund Existence | 52 years | 10 years | - |
| Gain YTD | 5.700 | 4.759 | 120% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147B | 715M | 20,559% |
| Annual Yield % from dividends | 0.56 | 1.45 | 39% |
| Returns for 1 year | 8.48 | -0.03 | -32,827% |
| Returns for 3 years | 30.02 | 23.34 | 129% |
| Returns for 5 years | 55.25 | 17.60 | 314% |
| Returns for 10 years | 68.43 | 24.92 | 275% |
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