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ANWPX vs BGLUX
ANWPX vs BGLUX Comparison
Open Charts ANWPX vs BGLUX
American Funds New Perspective A
Price$59.16
Change-$2.45 (-3.98%)
VolumeN/A
Net Assets139.04B
Baron Global Advantage R6
Price$34.77
Change-$2.12 (-5.75%)
VolumeN/A
Net Assets579.81M
ANWPX vs BGLUX Comparison Chart
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ANWPX vs. BGLUX 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 BGLUX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 139B vs. BGLUX (580M). ANWPX pays higher dividends than BGLUX: ANWPX (0.58) vs BGLUX (0.00). ANWPX was incepted earlier than BGLUX: ANWPX (52 years) vs BGLUX (9 years). BGLUX (0.95) is less costly to investors than ANWPX (0.73). ANWPX is a more actively managed with annual turnover of: 24.00 vs. BGLUX (2.03). ANWPX has a lower initial minimum investment than BGLUX: ANWPX (250) vs BGLUX (5000000). BGLUX annual gain was more profitable for investors over the last year : 14.67 vs. ANWPX (2.39). ANWPX return over 5 years is better than : 69.24 vs. BGLUX (44.67).
| ANWPX | BGLUX | ANWPX / BGLUX | |
| Total Expense Ratio | 0.73 | 0.91 | 80% |
| Annual Report Gross Expense Ratio | 0.73 | 0.95 | 77% |
| Fund Existence | 52 years | 9 years | - |
| Gain YTD | -0.805 | -7.381 | 11% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 580M | 23,966% |
| Annual Yield % from dividends | 0.58 | 0.00 | - |
| Returns for 1 year | 2.39 | 14.67 | 16% |
| Returns for 3 years | 2.60 | -12.56 | -21% |
| Returns for 5 years | 69.24 | 44.67 | 155% |
| Returns for 10 years | 63.30 | N/A | - |
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