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ANWPX vs PGIIX
ANWPX vs PGIIX Comparison
Open Charts ANWPX vs PGIIX
American Funds New Perspective A
Price$63.39
Change+$0.41 (+0.65%)
VolumeN/A
Net Assets144.81B
Polen Global Growth Institutional
Price$26.76
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets403.49M
ANWPX vs PGIIX Comparison Chart
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ANWPX vs. PGIIX commentary
Jan 19, 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 StrongBuy and PGIIX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 145B vs. PGIIX (403M). 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 : 15.42 vs. PGIIX (8.11). ANWPX (32.08) and PGIIX (31.12) have equivalent 5 years return.
| 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 | 2.061 | 0.528 | 391% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 403M | 35,980% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | 15.42 | 8.11 | 190% |
| Returns for 3 years | 2.45 | 6.04 | 41% |
| Returns for 5 years | 32.08 | 31.12 | 103% |
| Returns for 10 years | 78.32 | 171.82 | 46% |
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