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ANWPX vs BGGIX
ANWPX vs BGGIX Comparison
Open Charts ANWPX vs BGGIX
American Funds New Perspective A
Price$59.16
Change-$2.45 (-3.98%)
VolumeN/A
Net Assets139.04B
William Blair Global Leaders R6
Price$10.05
Change-$0.38 (-3.64%)
VolumeN/A
Net Assets47.89M
ANWPX vs BGGIX Comparison Chart
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ANWPX vs. BGGIX commentary
Apr 04, 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 BGGIX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 139B vs. BGGIX (47.9M). ANWPX pays higher dividends than BGGIX: ANWPX (0.58) vs BGGIX (0.31). ANWPX was incepted earlier than BGGIX: ANWPX (52 years) vs BGGIX (12 years). BGGIX (1.05) is less costly to investors than ANWPX (0.73). BGGIX is a more actively managed with annual turnover of: 57.00 vs. ANWPX (24.00). ANWPX has a lower initial minimum investment than BGGIX: ANWPX (250) vs BGGIX (1000000). ANWPX annual gain was more profitable for investors over the last year : 2.39 vs. BGGIX (-36.98). ANWPX return over 5 years is better than : 69.24 vs. BGGIX (-10.48).
| ANWPX | BGGIX | ANWPX / BGGIX | |
| Total Expense Ratio | 0.73 | 0.85 | 86% |
| Annual Report Gross Expense Ratio | 0.73 | 1.05 | 70% |
| Fund Existence | 52 years | 12 years | - |
| Gain YTD | -0.805 | -3.157 | 26% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 47.9M | 290,188% |
| Annual Yield % from dividends | 0.58 | 0.31 | 184% |
| Returns for 1 year | 2.39 | -36.98 | -6% |
| Returns for 3 years | 2.60 | -37.93 | -7% |
| Returns for 5 years | 69.24 | -10.48 | -661% |
| Returns for 10 years | 63.30 | -14.68 | -431% |
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