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ANWPX vs BGATX
ANWPX vs BGATX Comparison
Open Charts ANWPX vs BGATX
American Funds New Perspective A
Price$67.65
Change+$0.41 (+0.61%)
VolumeN/A
Net Assets150.13B
Baillie Gifford Global Alpha Equities 2
Price$17.46
Change+$0.17 (+0.98%)
VolumeN/A
Net Assets715.2M
ANWPX vs BGATX Comparison Chart
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ANWPX vs. BGATX commentary
Jun 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 Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 150B vs. BGATX (715M). BGATX pays higher dividends than ANWPX: BGATX (1.35) vs ANWPX (0.53). 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). 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 : 9.34 vs. BGATX (1.60). ANWPX return over 5 years is better than : 44.14 vs. BGATX (7.84).
| 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 | 8.920 | 7.957 | 112% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150B | 715M | 20,979% |
| Annual Yield % from dividends | 0.53 | 1.35 | 39% |
| Returns for 1 year | 9.34 | 1.60 | 583% |
| Returns for 3 years | 28.95 | 20.68 | 140% |
| Returns for 5 years | 44.14 | 7.84 | 563% |
| Returns for 10 years | 78.75 | 31.70 | 248% |
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