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ANWPX vs CAGEX
ANWPX vs CAGEX Comparison
Open Charts ANWPX vs CAGEX
American Funds New Perspective A
Price$67.65
Change+$0.41 (+0.61%)
VolumeN/A
Net Assets150.13B
Calamos Global Equity A
Price$17.62
Change+$0.13 (+0.74%)
VolumeN/A
Net Assets142.32M
ANWPX vs CAGEX Comparison Chart
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ANWPX vs. CAGEX commentary
Jun 07, 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: 150B vs. CAGEX (142M). ANWPX pays higher dividends than CAGEX: ANWPX (0.53) 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 : 9.34 vs. CAGEX (0.57). ANWPX return over 5 years is better than : 44.14 vs. CAGEX (40.40).
| 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 | 8.920 | 6.788 | 131% |
| Front Load | 6% | 5% | 121% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150B | 142M | 105,634% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | 9.34 | 0.57 | 1,636% |
| Returns for 3 years | 28.95 | 35.23 | 82% |
| Returns for 5 years | 44.14 | 40.40 | 109% |
| Returns for 10 years | 78.75 | 34.50 | 228% |
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