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ANWPX vs CAGEX
ANWPX vs CAGEX Comparison
Open Charts ANWPX vs CAGEX
American Funds New Perspective A
Price$61.11
Change+$1.17 (+1.95%)
VolumeN/A
Net Assets134.95B
Calamos Global Equity A
Price$15.69
Change+$0.39 (+2.55%)
VolumeN/A
Net Assets123.26M
ANWPX vs CAGEX Comparison Chart
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ANWPX vs. CAGEX commentary
Apr 25, 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: 135B vs. CAGEX (123M). ANWPX pays higher dividends than CAGEX: ANWPX (0.58) 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 : 0.72 vs. CAGEX (-5.47). ANWPX (42.83) and CAGEX (42.60) 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 | -4.991 | -8.909 | 56% |
| Front Load | 6% | 5% | 121% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 123M | 109,756% |
| Annual Yield % from dividends | 0.58 | 0.00 | - |
| Returns for 1 year | 0.72 | -5.47 | -13% |
| Returns for 3 years | 7.86 | 13.09 | 60% |
| Returns for 5 years | 42.83 | 42.60 | 101% |
| Returns for 10 years | 51.93 | 9.39 | 553% |
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