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ANWPX vs CAGEX
ANWPX vs CAGEX Comparison
Open Charts ANWPX vs CAGEX
American Funds New Perspective A
Price$70.32
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets156.49B
Calamos Global Equity A
Price$18.50
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets149.6M
ANWPX vs CAGEX Comparison Chart in %
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ANWPX vs. CAGEX commentary
Jul 19, 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: 156B vs. CAGEX (150M). ANWPX pays higher dividends than CAGEX: ANWPX (0.51) 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 : 11.71 vs. CAGEX (4.68). ANWPX (41.19) and CAGEX (40.42) have equivalent 5 years return.
| 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 | 13.235 | 12.424 | 107% |
| Front Load | 6% | 5% | 121% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 150M | 104,000% |
| Annual Yield % from dividends | 0.51 | 0.00 | - |
| Returns for 1 year | 11.71 | 4.68 | 250% |
| Returns for 3 years | 46.77 | 58.28 | 80% |
| Returns for 5 years | 41.19 | 40.42 | 102% |
| Returns for 10 years | 81.63 | 35.30 | 231% |
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