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ANWPX vs CAGEX
ANWPX vs CAGEX Comparison
Open Charts ANWPX vs CAGEX
American Funds New Perspective A
Price$65.62
Change+$0.27 (+0.41%)
VolumeN/A
CapitalizationN/A
Calamos Global Equity A
Price$18.31
Change-$0.02 (-0.11%)
VolumeN/A
CapitalizationN/A
ANWPX vs CAGEX Comparison Chart
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ANWPX vs. CAGEX commentary
Nov 23, 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 StrongBuy and CAGEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 144B vs. CAGEX (138M). 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 : 38.08 vs. ANWPX (18.53). CAGEX return over 5 years is better than : 53.09 vs. ANWPX (41.89).
| 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 | 17.388 | 32.489 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 138M | 104,348% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | 18.53 | 38.08 | 49% |
| Returns for 3 years | -6.70 | -0.22 | 3,073% |
| Returns for 5 years | 41.89 | 53.09 | 79% |
| Returns for 10 years | 69.61 | 15.08 | 461% |
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