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ANWPX vs CAGEX
ANWPX vs CAGEX Comparison
Open Charts ANWPX vs CAGEX
American Funds New Perspective A
Price$72.45
Change-$1.83 (-2.46%)
VolumeN/A
Net Assets163.76B
Calamos Global Equity A
Price$19.49
Change-$0.64 (-3.18%)
VolumeN/A
Net Assets162.47M
ANWPX vs CAGEX Comparison Chart in %
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ANWPX vs. CAGEX commentary
Oct 11, 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: 164B vs. CAGEX (162M). ANWPX pays higher dividends than CAGEX: ANWPX (0.48) vs CAGEX (0.00). ANWPX was incepted earlier than CAGEX: ANWPX (53 years) vs CAGEX (19 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). CAGEX (10.73) and ANWPX (10.54) have marching annual gain over last year. CAGEX return over 5 years is better than : 35.01 vs. ANWPX (32.04).
| ANWPX | CAGEX | ANWPX / CAGEX | |
| Total Expense Ratio | 0.73 | 1.40 | 52% |
| Annual Report Gross Expense Ratio | 0.73 | 1.42 | 51% |
| Fund Existence | 53 years | 19 years | - |
| Gain YTD | 16.648 | 22.000 | 76% |
| Front Load | 6% | 5% | 121% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164B | 162M | 101,235% |
| Annual Yield % from dividends | 0.48 | 0.00 | - |
| Returns for 1 year | 10.54 | 10.73 | 98% |
| Returns for 3 years | 63.42 | 86.56 | 73% |
| Returns for 5 years | 32.04 | 35.01 | 92% |
| Returns for 10 years | 97.64 | 59.51 | 164% |
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