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ANWPX vs BGATX
ANWPX vs BGATX Comparison
Open Charts ANWPX vs BGATX
American Funds New Perspective A
Price$54.37
Change-$0.50 (-0.91%)
VolumeN/A
Net Assets123.75B
Baillie Gifford Global Alpha Equities 2
Price$13.88
Change-$0.20 (-1.42%)
VolumeN/A
Net Assets650.98M
ANWPX vs BGATX Comparison Chart
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ANWPX vs. BGATX commentary
Apr 10, 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 Hold and BGATX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 124B vs. BGATX (651M). BGATX pays higher dividends than ANWPX: BGATX (1.46) vs ANWPX (0.58). 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). ANWPX is a more actively managed with annual turnover of: 24.00 vs. BGATX (19.00). 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 : -9.67 vs. BGATX (-19.17). ANWPX return over 5 years is better than : 35.93 vs. BGATX (2.56).
| 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 | -12.462 | -14.178 | 88% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124B | 651M | 19,048% |
| Annual Yield % from dividends | 0.58 | 1.46 | 40% |
| Returns for 1 year | -9.67 | -19.17 | 50% |
| Returns for 3 years | -5.78 | -13.27 | 44% |
| Returns for 5 years | 35.93 | 2.56 | 1,403% |
| Returns for 10 years | 42.33 | 5.83 | 726% |
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