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ANWPX vs CAGEX
ANWPX vs CAGEX Comparison
Open Charts ANWPX vs CAGEX
American Funds New Perspective A
Price$70.90
Change+$0.21 (+0.30%)
VolumeN/A
Net Assets156.96B
Calamos Global Equity A
Price$18.90
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets152.52M
ANWPX vs CAGEX Comparison Chart in %
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ANWPX vs. CAGEX commentary
Aug 09, 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 CAGEX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 157B vs. CAGEX (153M). ANWPX pays higher dividends than CAGEX: ANWPX (0.50) vs CAGEX (0.00). ANWPX was incepted earlier than CAGEX: ANWPX (52 years) vs CAGEX (18 years). CAGEX (1.42) is less costly to investors than ANWPX (0.73). CAGEX is a more actively managed with annual turnover of: 78.00 vs. ANWPX (24.00). ANWPX initial investment is less costly to investors than CAGEX (5%) vs CAGEX (5%). ANWPX has a lower initial minimum investment than CAGEX: ANWPX (250) vs CAGEX (2500). ANWPX annual gain was more profitable for investors over the last year : 17.02 vs. CAGEX (13.31). ANWPX return over 5 years is better than : 38.35 vs. CAGEX (35.00).
| ANWPX | CAGEX | ANWPX / CAGEX | |
| Total Expense Ratio | 0.73 | 1.40 | 52% |
| Annual Report Gross Expense Ratio | 0.73 | 1.42 | 51% |
| Fund Existence | 52 years | 18 years | - |
| Gain YTD | 14.152 | 14.545 | 97% |
| Front Load | 6% | 5% | 121% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157B | 153M | 102,614% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 17.02 | 13.31 | 128% |
| Returns for 3 years | 38.15 | 53.41 | 71% |
| Returns for 5 years | 38.35 | 35.00 | 110% |
| Returns for 10 years | 85.69 | 43.07 | 199% |
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