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ANWPX vs PGIRX
ANWPX vs PGIRX Comparison
Open Charts ANWPX vs PGIRX
American Funds New Perspective A
Price$61.61
Change+$0.36 (+0.59%)
VolumeN/A
Net Assets137.47B
Polen Global Growth Investor
Price$24.69
Change+$0.17 (+0.69%)
VolumeN/A
Net Assets352.52M
ANWPX vs PGIRX Comparison Chart
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ANWPX vs. PGIRX commentary
Apr 03, 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 PGIRX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 137B vs. PGIRX (353M). ANWPX pays higher dividends than PGIRX: ANWPX (0.58) vs PGIRX (0.00). ANWPX was incepted earlier than PGIRX: ANWPX (52 years) vs PGIRX (10 years). PGIRX (1.23) is less costly to investors than ANWPX (0.73). ANWPX is a more actively managed with annual turnover of: 24.00 vs. PGIRX (21.00). 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 : 2.90 vs. PGIRX (-4.11). ANWPX return over 5 years is better than : 69.24 vs. PGIRX (53.44).
| ANWPX | PGIRX | ANWPX / PGIRX | |
| Total Expense Ratio | 0.73 | 1.23 | 59% |
| Annual Report Gross Expense Ratio | 0.73 | 1.23 | 59% |
| Fund Existence | 52 years | 10 years | - |
| Gain YTD | -0.805 | -5.145 | 16% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 353M | 38,810% |
| Annual Yield % from dividends | 0.58 | 0.00 | - |
| Returns for 1 year | 2.90 | -4.11 | -71% |
| Returns for 3 years | 3.96 | 4.56 | 87% |
| Returns for 5 years | 69.24 | 53.44 | 130% |
| Returns for 10 years | 64.54 | N/A | - |
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