Ad is loading...
ANWPX vs PGIIX
ANWPX vs PGIIX Comparison
Open Charts ANWPX vs PGIIX
American Funds New Perspective A
Price$59.16
Change-$2.45 (-3.98%)
VolumeN/A
Net Assets139.04B
Polen Global Growth Institutional
Price$24.29
Change-$1.06 (-4.18%)
VolumeN/A
Net Assets354.42M
ANWPX vs PGIIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ANWPX vs. PGIIX commentary
Apr 04, 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 Hold and PGIIX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 139B vs. PGIIX (354M). ANWPX pays higher dividends than PGIIX: ANWPX (0.58) vs PGIIX (0.00). ANWPX was incepted earlier than PGIIX: ANWPX (52 years) vs PGIIX (10 years). PGIIX (0.98) is less costly to investors than ANWPX (0.73). ANWPX is a more actively managed with annual turnover of: 24.00 vs. PGIIX (21.00). 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 : 2.39 vs. PGIIX (-2.99). ANWPX return over 5 years is better than : 69.24 vs. PGIIX (56.58).
| ANWPX | PGIIX | ANWPX / PGIIX | |
| Total Expense Ratio | 0.73 | 0.98 | 74% |
| Annual Report Gross Expense Ratio | 0.73 | 0.98 | 74% |
| Fund Existence | 52 years | 10 years | - |
| Gain YTD | -0.805 | -4.448 | 18% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 354M | 39,266% |
| Annual Yield % from dividends | 0.58 | 0.00 | - |
| Returns for 1 year | 2.39 | -2.99 | -80% |
| Returns for 3 years | 2.60 | 5.14 | 51% |
| Returns for 5 years | 69.24 | 56.58 | 122% |
| Returns for 10 years | 63.30 | 149.23 | 42% |
View a ticker or compare two or three
VS
VS
Ad is loading...