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ANWPX vs CAGEX
ANWPX vs CAGEX Comparison
Open Charts ANWPX vs CAGEX
American Funds New Perspective A
Price$71.89
Change+$0.32 (+0.45%)
VolumeN/A
Net Assets158.54B
Calamos Global Equity A
Price$18.98
Change+$0.12 (+0.64%)
VolumeN/A
Net Assets151.39M
ANWPX vs CAGEX Comparison Chart in %
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ANWPX vs. CAGEX commentary
Aug 29, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 159B vs. CAGEX (151M). 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 : 12.87 vs. CAGEX (6.87). ANWPX return over 5 years is better than : 31.87 vs. CAGEX (29.91).
| 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 | 15.746 | 15.030 | 105% |
| Front Load | 6% | 5% | 121% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 151M | 105,298% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 12.87 | 6.87 | 187% |
| Returns for 3 years | 44.15 | 56.34 | 78% |
| Returns for 5 years | 31.87 | 29.91 | 107% |
| Returns for 10 years | 98.56 | 51.84 | 190% |
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