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ANWPX vs BGATX
ANWPX vs BGATX Comparison
Open Charts ANWPX vs BGATX
American Funds New Perspective A
Price$74.53
Change+$0.18 (+0.24%)
VolumeN/A
Net Assets164.14B
Baillie Gifford Global Alpha Equities 2
Price$19.67
Change+$0.07 (+0.36%)
VolumeN/A
Net Assets715.2M
ANWPX vs BGATX Comparison Chart in %
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ANWPX vs. BGATX commentary
Oct 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 164B vs. BGATX (715M). BGATX pays higher dividends than ANWPX: BGATX (1.19) vs ANWPX (0.48). ANWPX was incepted earlier than BGATX: ANWPX (53 years) vs BGATX (11 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 : 14.02 vs. BGATX (8.64). ANWPX return over 5 years is better than : 38.33 vs. BGATX (4.21).
| ANWPX | BGATX | ANWPX / BGATX | |
| Total Expense Ratio | 0.73 | 0.65 | 112% |
| Annual Report Gross Expense Ratio | 0.73 | 0.65 | 112% |
| Fund Existence | 53 years | 11 years | - |
| Gain YTD | 19.997 | 21.652 | 92% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164B | 715M | 22,937% |
| Annual Yield % from dividends | 0.48 | 1.19 | 40% |
| Returns for 1 year | 14.02 | 8.64 | 162% |
| Returns for 3 years | 64.67 | 55.71 | 116% |
| Returns for 5 years | 38.33 | 4.21 | 911% |
| Returns for 10 years | 101.96 | 56.07 | 182% |