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ANWPX vs CAGEX
ANWPX vs CAGEX Comparison
Open Charts ANWPX vs CAGEX
American Funds New Perspective A
Price$65.84
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Calamos Global Equity A
Price$18.30
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
ANWPX vs CAGEX Comparison Chart
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ANWPX vs. CAGEX commentary
Nov 14, 2024
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 StrongSell and CAGEX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 145B vs. CAGEX (139M). ANWPX pays higher dividends than CAGEX: ANWPX (0.83) vs CAGEX (0.00). ANWPX was incepted earlier than CAGEX: ANWPX (52 years) vs CAGEX (18 years). CAGEX is a more actively managed with annual turnover of: 90.00 vs. ANWPX (17.00). ANWPX has a lower initial minimum investment than CAGEX: ANWPX (250) vs CAGEX (2500). CAGEX annual gain was more profitable for investors over the last year : 38.95 vs. ANWPX (20.56). CAGEX return over 5 years is better than : 52.75 vs. ANWPX (42.33).
| ANWPX | CAGEX | ANWPX / CAGEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 52 years | 18 years | - |
| Gain YTD | 17.782 | 32.417 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 139M | 104,317% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | 20.56 | 38.95 | 53% |
| Returns for 3 years | -7.71 | -2.19 | 352% |
| Returns for 5 years | 42.33 | 52.75 | 80% |
| Returns for 10 years | 72.18 | 15.46 | 467% |
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