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ANWPX vs CAGEX
ANWPX vs CAGEX Comparison
Open Charts ANWPX vs CAGEX
American Funds New Perspective A
Price$61.79
Change-$0.78 (-1.25%)
VolumeN/A
Net Assets141.33B
Calamos Global Equity A
Price$16.44
Change-$0.28 (-1.67%)
VolumeN/A
Net Assets132.78M
ANWPX vs CAGEX Comparison Chart
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ANWPX vs. CAGEX commentary
Jan 13, 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 CAGEX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 141B vs. CAGEX (133M). 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 : 17.43 vs. ANWPX (12.06). CAGEX return over 5 years is better than : 39.44 vs. ANWPX (31.30).
| 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 | -0.515 | -0.364 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 133M | 106,015% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | 12.06 | 17.43 | 69% |
| Returns for 3 years | -3.29 | 5.32 | -62% |
| Returns for 5 years | 31.30 | 39.44 | 79% |
| Returns for 10 years | 75.57 | 35.09 | 215% |
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