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ANWPX vs BGATX
ANWPX vs BGATX Comparison
Open Charts ANWPX vs BGATX
American Funds New Perspective A
Price$63.39
Change+$0.41 (+0.65%)
VolumeN/A
Net Assets144.81B
Baillie Gifford Global Alpha Equities 2
Price$16.58
Change+$0.16 (+0.97%)
VolumeN/A
Net Assets758.72M
ANWPX vs BGATX Comparison Chart
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ANWPX vs. BGATX commentary
Jan 19, 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: 145B vs. BGATX (759M). 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 : 15.42 vs. BGATX (7.41). ANWPX return over 5 years is better than : 32.08 vs. BGATX (1.07).
| 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 | 2.061 | 2.500 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 759M | 19,104% |
| Annual Yield % from dividends | 0.83 | 1.02 | 81% |
| Returns for 1 year | 15.42 | 7.41 | 208% |
| Returns for 3 years | 2.45 | -6.71 | -37% |
| Returns for 5 years | 32.08 | 1.07 | 3,008% |
| Returns for 10 years | 78.32 | 31.42 | 249% |
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