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ANWPX vs PGIIX
ANWPX vs PGIIX Comparison
Open Charts ANWPX vs PGIIX
American Funds New Perspective A
Price$73.39
Change-$0.20 (-0.27%)
VolumeN/A
Net Assets162.63B
Polen Global Growth Institutional
Price$28.24
Change+$0.12 (+0.43%)
VolumeN/A
Net Assets345.76M
ANWPX vs PGIIX Comparison Chart in %
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ANWPX vs. PGIIX commentary
Sep 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 PGIIX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 163B vs. PGIIX (346M). ANWPX pays higher dividends than PGIIX: ANWPX (0.50) vs PGIIX (0.00). ANWPX was incepted earlier than PGIIX: ANWPX (53 years) vs PGIIX (11 years). PGIIX (0.98) is less costly to investors than ANWPX (0.73). PGIIX is a more actively managed with annual turnover of: 32.00 vs. ANWPX (24.00). 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 : 14.83 vs. PGIIX (5.52). ANWPX return over 5 years is better than : 39.44 vs. PGIIX (29.23).
| ANWPX | PGIIX | ANWPX / PGIIX | |
| Total Expense Ratio | 0.73 | 0.98 | 74% |
| Annual Report Gross Expense Ratio | 0.73 | 0.98 | 74% |
| Fund Existence | 53 years | 11 years | - |
| Gain YTD | 18.161 | 5.993 | 303% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 346M | 47,110% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 14.83 | 5.52 | 269% |
| Returns for 3 years | 51.78 | 47.69 | 109% |
| Returns for 5 years | 39.44 | 29.23 | 135% |
| Returns for 10 years | 102.92 | 174.85 | 59% |
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