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ANWPX vs CAGEX
ANWPX vs CAGEX Comparison
Open Charts ANWPX vs CAGEX
American Funds New Perspective A
Price$69.54
Change+$0.46 (+0.67%)
VolumeN/A
Net Assets153.97B
Calamos Global Equity A
Price$18.22
Change+$0.09 (+0.50%)
VolumeN/A
Net Assets146.73M
ANWPX vs CAGEX Comparison Chart in %
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ANWPX vs. CAGEX commentary
Jun 28, 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 Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 154B vs. CAGEX (147M). ANWPX pays higher dividends than CAGEX: ANWPX (0.53) 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 : 11.75 vs. CAGEX (1.90). ANWPX return over 5 years is better than : 51.27 vs. CAGEX (48.37).
| 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 | 11.963 | 10.424 | 115% |
| Front Load | 6% | 5% | 121% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 147M | 104,762% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | 11.75 | 1.90 | 618% |
| Returns for 3 years | 44.05 | 53.24 | 83% |
| Returns for 5 years | 51.27 | 48.37 | 106% |
| Returns for 10 years | 84.94 | 38.34 | 222% |
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