Ad is loading...
ANWPX vs CCGEX
ANWPX vs CCGEX Comparison
Open Charts ANWPX vs CCGEX
American Funds New Perspective A
Price$58.56
Change+$0.31 (+0.53%)
VolumeN/A
Net Assets131.19B
Calamos Global Equity C
Price$11.53
Change+$0.08 (+0.70%)
VolumeN/A
Net Assets119.71M
ANWPX vs CCGEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ANWPX vs. CCGEX commentary
Apr 18, 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 CCGEX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 131B vs. CCGEX (120M). ANWPX pays higher dividends than CCGEX: ANWPX (0.58) vs CCGEX (0.00). ANWPX was incepted earlier than CCGEX: ANWPX (52 years) vs CCGEX (18 years). CCGEX (2.17) is less costly to investors than ANWPX (0.73). CCGEX is a more actively managed with annual turnover of: 78.00 vs. ANWPX (24.00). ANWPX has a lower initial minimum investment than CCGEX: ANWPX (250) vs CCGEX (2500). ANWPX annual gain was more profitable for investors over the last year : 1.15 vs. CCGEX (-8.42). ANWPX return over 5 years is better than : 40.31 vs. CCGEX (26.56).
| ANWPX | CCGEX | ANWPX / CCGEX | |
| Total Expense Ratio | 0.73 | 2.15 | 34% |
| Annual Report Gross Expense Ratio | 0.73 | 2.17 | 34% |
| Fund Existence | 52 years | 18 years | - |
| Gain YTD | -5.716 | -9.569 | 60% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 120M | 109,167% |
| Annual Yield % from dividends | 0.58 | 0.00 | - |
| Returns for 1 year | 1.15 | -8.42 | -14% |
| Returns for 3 years | 4.04 | 2.13 | 190% |
| Returns for 5 years | 40.31 | 26.56 | 152% |
| Returns for 10 years | 54.05 | -8.78 | -615% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers