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ANWPX vs CCGEX
ANWPX vs CCGEX Comparison
Open Charts ANWPX vs CCGEX
American Funds New Perspective A
Price$63.41
Change+$0.13 (+0.21%)
VolumeN/A
Net Assets141.81B
Calamos Global Equity C
Price$12.62
Change+$0.08 (+0.64%)
VolumeN/A
Net Assets131.01M
ANWPX vs CCGEX Comparison Chart
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ANWPX vs. CCGEX commentary
May 09, 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: 142B vs. CCGEX (131M). ANWPX pays higher dividends than CCGEX: ANWPX (0.56) 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 : 5.73 vs. CCGEX (-3.44). ANWPX return over 5 years is better than : 46.81 vs. CCGEX (32.15).
| 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 | 2.093 | -1.020 | -205% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 131M | 108,397% |
| Annual Yield % from dividends | 0.56 | 0.00 | - |
| Returns for 1 year | 5.73 | -3.44 | -166% |
| Returns for 3 years | 28.47 | 27.47 | 104% |
| Returns for 5 years | 46.81 | 32.15 | 146% |
| Returns for 10 years | 64.55 | 0.40 | 16,229% |