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ANWPX vs PGIIX
ANWPX vs PGIIX Comparison
Open Charts ANWPX vs PGIIX
American Funds New Perspective A
Price$65.85
Change-$2.09 (-3.08%)
VolumeN/A
CapitalizationN/A
Polen Global Growth Institutional
Price$27.74
Change-$0.03 (-0.11%)
VolumeN/A
CapitalizationN/A
ANWPX vs PGIIX Comparison Chart
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ANWPX vs. PGIIX commentary
Dec 19, 2024
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 PGIIX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 149B vs. PGIIX (430M). ANWPX pays higher dividends than PGIIX: ANWPX (0.83) vs PGIIX (0.00). ANWPX was incepted earlier than PGIIX: ANWPX (52 years) vs PGIIX (10 years). PGIIX is a more actively managed with annual turnover of: 21.00 vs. ANWPX (17.00). ANWPX has a lower initial minimum investment than PGIIX: ANWPX (250) vs PGIIX (100000). ANWPX annual gain was more profitable for investors over the last year : 23.15 vs. PGIIX (13.92). PGIIX return over 5 years is better than : 43.81 vs. ANWPX (41.49).
| ANWPX | PGIIX | ANWPX / PGIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 52 years | 10 years | - |
| Gain YTD | 21.538 | 13.224 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 430M | 34,651% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | 23.15 | 13.92 | 166% |
| Returns for 3 years | 7.41 | 4.13 | 180% |
| Returns for 5 years | 41.49 | 43.81 | 95% |
| Returns for 10 years | 77.49 | N/A | - |
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