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ANWPX vs BGATX
ANWPX vs BGATX Comparison
Open Charts ANWPX vs BGATX
American Funds New Perspective A
Price$65.85
Change-$2.09 (-3.08%)
VolumeN/A
CapitalizationN/A
Baillie Gifford Global Alpha Equities 2
Price$18.03
Change-$0.60 (-3.22%)
VolumeN/A
CapitalizationN/A
ANWPX vs BGATX Comparison Chart
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ANWPX vs. BGATX commentary
Dec 19, 2024
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: 149B vs. BGATX (757M). 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 : 23.15 vs. BGATX (17.49). ANWPX return over 5 years is better than : 41.49 vs. BGATX (14.97).
| 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 | 21.538 | 16.023 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 757M | 19,683% |
| Annual Yield % from dividends | 0.83 | 1.02 | 81% |
| Returns for 1 year | 23.15 | 17.49 | 132% |
| Returns for 3 years | 7.41 | -14.24 | -52% |
| Returns for 5 years | 41.49 | 14.97 | 277% |
| Returns for 10 years | 77.49 | 39.42 | 197% |
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