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ANWPX vs PGROX
ANWPX vs PGROX Comparison
Open Charts ANWPX vs PGROX
American Funds New Perspective A
Price$59.16
Change-$2.45 (-3.98%)
VolumeN/A
Net Assets139.04B
BNY Mellon Worldwide Growth A
Price$61.57
Change-$2.61 (-4.07%)
VolumeN/A
Net Assets1.01B
ANWPX vs PGROX Comparison Chart
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ANWPX vs. PGROX commentary
Apr 04, 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 PGROX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 139B vs. PGROX (1.01B). ANWPX pays higher dividends than PGROX: ANWPX (0.58) vs PGROX (0.26). ANWPX was incepted earlier than PGROX: ANWPX (52 years) vs PGROX (32 years). PGROX (1.12) is less costly to investors than ANWPX (0.73). ANWPX is a more actively managed with annual turnover of: 24.00 vs. PGROX (13.83). ANWPX (6%) and PGROX (6%) have equivalent initial investment costs. ANWPX has a lower initial minimum investment than PGROX: ANWPX (250) vs PGROX (1000). ANWPX annual gain was more profitable for investors over the last year : 2.39 vs. PGROX (-9.69). ANWPX return over 5 years is better than : 69.24 vs. PGROX (47.06).
| ANWPX | PGROX | ANWPX / PGROX | |
| Total Expense Ratio | 0.73 | 1.12 | 65% |
| Annual Report Gross Expense Ratio | 0.73 | 1.12 | 65% |
| Fund Existence | 52 years | 32 years | - |
| Gain YTD | -0.805 | -2.388 | 34% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 1.01B | 13,762% |
| Annual Yield % from dividends | 0.58 | 0.26 | 221% |
| Returns for 1 year | 2.39 | -9.69 | -25% |
| Returns for 3 years | 2.60 | -7.40 | -35% |
| Returns for 5 years | 69.24 | 47.06 | 147% |
| Returns for 10 years | 63.30 | 20.28 | 312% |
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