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ANWPX vs PGIRX
ANWPX vs PGIRX Comparison
Open Charts ANWPX vs PGIRX
American Funds New Perspective A
Price$65.85
Change-$2.09 (-3.08%)
VolumeN/A
CapitalizationN/A
Polen Global Growth Investor
Price$26.12
Change-$0.91 (-3.37%)
VolumeN/A
CapitalizationN/A
ANWPX vs PGIRX Comparison Chart
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ANWPX vs. PGIRX commentary
Dec 19, 2024
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 PGIRX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 149B vs. PGIRX (429M). ANWPX pays higher dividends than PGIRX: ANWPX (0.83) vs PGIRX (0.00). ANWPX was incepted earlier than PGIRX: ANWPX (52 years) vs PGIRX (9 years). PGIRX is a more actively managed with annual turnover of: 21.00 vs. ANWPX (17.00). ANWPX has a lower initial minimum investment than PGIRX: ANWPX (250) vs PGIRX (3000). ANWPX annual gain was more profitable for investors over the last year : 23.15 vs. PGIRX (9.15). ANWPX return over 5 years is better than : 41.49 vs. PGIRX (36.47).
| ANWPX | PGIRX | ANWPX / PGIRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 52 years | 9 years | - |
| Gain YTD | 21.538 | 9.061 | 238% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 429M | 34,732% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | 23.15 | 9.15 | 253% |
| Returns for 3 years | 7.41 | -0.27 | -2,774% |
| Returns for 5 years | 41.49 | 36.47 | 114% |
| Returns for 10 years | 77.49 | N/A | - |
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