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ANWPX vs PGIIX
ANWPX vs PGIIX Comparison
Open Charts ANWPX vs PGIIX
American Funds New Perspective A
Price$73.97
Change+$0.14 (+0.19%)
VolumeN/A
Net Assets162.58B
Polen Global Growth Institutional
Price$27.72
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets316.79M
ANWPX vs PGIIX Comparison Chart in %
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ANWPX vs. PGIIX commentary
Oct 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 Hold and PGIIX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 163B vs. PGIIX (317M). ANWPX pays higher dividends than PGIIX: ANWPX (0.48) vs PGIIX (0.00). ANWPX was incepted earlier than PGIIX: ANWPX (53 years) vs PGIIX (11 years). PGIIX (1.01) 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 : 12.61 vs. PGIIX (2.67). ANWPX return over 5 years is better than : 35.16 vs. PGIIX (21.37).
| ANWPX | PGIIX | ANWPX / PGIIX | |
| Total Expense Ratio | 0.73 | 1.01 | 72% |
| Annual Report Gross Expense Ratio | 0.73 | 1.01 | 72% |
| Fund Existence | 53 years | 11 years | - |
| Gain YTD | 18.870 | 4.485 | 421% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 317M | 51,420% |
| Annual Yield % from dividends | 0.48 | 0.00 | - |
| Returns for 1 year | 12.61 | 2.67 | 473% |
| Returns for 3 years | 61.41 | 50.73 | 121% |
| Returns for 5 years | 35.16 | 21.37 | 165% |
| Returns for 10 years | 98.84 | 162.48 | 61% |
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