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ANWPX vs CAGEX
ANWPX vs CAGEX Comparison
Open Charts ANWPX vs CAGEX
American Funds New Perspective A
Price$73.72
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets162.63B
Calamos Global Equity A
Price$19.70
Change+$0.22 (+1.13%)
VolumeN/A
Net Assets158.69M
ANWPX vs CAGEX Comparison Chart in %
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ANWPX vs. CAGEX commentary
Sep 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 Hold and CAGEX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 163B vs. CAGEX (159M). ANWPX pays higher dividends than CAGEX: ANWPX (0.50) 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). ANWPX annual gain was more profitable for investors over the last year : 15.85 vs. CAGEX (11.80). CAGEX (40.11) and ANWPX (40.07) 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 | 53 years | 19 years | - |
| Gain YTD | 18.693 | 19.394 | 96% |
| Front Load | 6% | 5% | 121% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 159M | 102,516% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 15.85 | 11.80 | 134% |
| Returns for 3 years | 51.63 | 68.81 | 75% |
| Returns for 5 years | 40.07 | 40.11 | 100% |
| Returns for 10 years | 103.33 | 56.47 | 183% |
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