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ANWPX vs PGIRX
ANWPX vs PGIRX Comparison
Open Charts ANWPX vs PGIRX
American Funds New Perspective A
Price$63.39
Change+$0.41 (+0.65%)
VolumeN/A
Net Assets144.81B
Polen Global Growth Investor
Price$26.07
Change+$0.09 (+0.35%)
VolumeN/A
Net Assets403.78M
ANWPX vs PGIRX Comparison Chart
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ANWPX vs. PGIRX commentary
Jan 19, 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 PGIRX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 145B vs. PGIRX (404M). ANWPX pays higher dividends than PGIRX: ANWPX (0.83) vs PGIRX (0.00). ANWPX was incepted earlier than PGIRX: ANWPX (52 years) vs PGIRX (10 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 : 15.42 vs. PGIRX (8.08). ANWPX return over 5 years is better than : 32.08 vs. PGIRX (29.70).
| ANWPX | PGIRX | ANWPX / PGIRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 52 years | 10 years | - |
| Gain YTD | 2.061 | 0.851 | 242% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 404M | 35,891% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | 15.42 | 8.08 | 191% |
| Returns for 3 years | 2.45 | 5.50 | 45% |
| Returns for 5 years | 32.08 | 29.70 | 108% |
| Returns for 10 years | 78.32 | N/A | - |
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