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ANWPX vs PGIIX
ANWPX vs PGIIX Comparison
Open Charts ANWPX vs PGIIX
American Funds New Perspective A
Price$64.97
Change-$0.80 (-1.22%)
VolumeN/A
Net Assets147.51B
Polen Global Growth Institutional
Price$27.16
Change-$0.56 (-2.02%)
VolumeN/A
Net Assets402.61M
ANWPX vs PGIIX Comparison Chart
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ANWPX vs. PGIIX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 148B 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 : 10.46 vs. PGIIX (3.59). ANWPX (34.30) and PGIIX (34.26) 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 | 4.605 | 2.375 | 194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 403M | 36,725% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | 10.46 | 3.59 | 292% |
| Returns for 3 years | 14.59 | 17.47 | 83% |
| Returns for 5 years | 34.30 | 34.26 | 100% |
| Returns for 10 years | 73.51 | 167.03 | 44% |
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