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ANWPX vs CAGEX
ANWPX vs CAGEX Comparison
Open Charts ANWPX vs CAGEX
American Funds New Perspective A
Price$59.16
Change-$2.45 (-3.98%)
VolumeN/A
Net Assets139.04B
Calamos Global Equity A
Price$14.93
Change-$0.67 (-4.29%)
VolumeN/A
Net Assets125.93M
ANWPX vs CAGEX Comparison Chart
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ANWPX vs. CAGEX commentary
Apr 04, 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: 139B vs. CAGEX (126M). 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 : 2.39 vs. CAGEX (-5.51). CAGEX (70.68) and ANWPX (69.24) 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 | -0.805 | -5.455 | 15% |
| Front Load | 6% | 5% | 121% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 126M | 110,317% |
| Annual Yield % from dividends | 0.58 | 0.00 | - |
| Returns for 1 year | 2.39 | -5.51 | -43% |
| Returns for 3 years | 2.60 | 7.07 | 37% |
| Returns for 5 years | 69.24 | 70.68 | 98% |
| Returns for 10 years | 63.30 | 17.29 | 366% |
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