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ANWPX vs BGATX
ANWPX vs BGATX Comparison
Open Charts ANWPX vs BGATX
American Funds New Perspective A
Price$64.97
Change-$0.80 (-1.22%)
VolumeN/A
Net Assets147.51B
Baillie Gifford Global Alpha Equities 2
Price$17.02
Change-$0.35 (-2.01%)
VolumeN/A
Net Assets799.35M
ANWPX vs BGATX Comparison Chart
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ANWPX vs. BGATX 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 BGATX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 148B vs. BGATX (799M). BGATX pays higher dividends than ANWPX: BGATX (1.02) vs ANWPX (0.83). ANWPX was incepted earlier than BGATX: ANWPX (52 years) vs BGATX (10 years). BGATX is a more actively managed with annual turnover of: 19.00 vs. ANWPX (17.00). 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 : 10.46 vs. BGATX (2.17). ANWPX return over 5 years is better than : 34.30 vs. BGATX (3.59).
| ANWPX | BGATX | ANWPX / BGATX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 52 years | 10 years | - |
| Gain YTD | 4.605 | 5.250 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 799M | 18,523% |
| Annual Yield % from dividends | 0.83 | 1.02 | 81% |
| Returns for 1 year | 10.46 | 2.17 | 482% |
| Returns for 3 years | 14.59 | 5.23 | 279% |
| Returns for 5 years | 34.30 | 3.59 | 955% |
| Returns for 10 years | 73.51 | 36.60 | 201% |
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