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ANWPX vs RGERX
ANWPX vs RGERX Comparison
Open Charts ANWPX vs RGERX
American Funds New Perspective A
Price$64.97
Change-$0.80 (-1.22%)
VolumeN/A
Net Assets147.51B
Columbia Select Global Equity Inst2
Price$20.23
Change-$0.37 (-1.80%)
VolumeN/A
Net Assets748.64M
ANWPX vs RGERX Comparison Chart
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ANWPX vs. RGERX 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 RGERX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 148B vs. RGERX (749M). ANWPX pays higher dividends than RGERX: ANWPX (0.83) vs RGERX (0.00). ANWPX was incepted earlier than RGERX: ANWPX (52 years) vs RGERX (18 years). RGERX is a more actively managed with annual turnover of: 55.00 vs. ANWPX (17.00). RGERX has a lower initial minimum investment than ANWPX: RGERX (0) vs ANWPX (250). ANWPX annual gain was more profitable for investors over the last year : 10.46 vs. RGERX (6.31). ANWPX return over 5 years is better than : 34.30 vs. RGERX (25.81).
| ANWPX | RGERX | ANWPX / RGERX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 52 years | 18 years | - |
| Gain YTD | 4.605 | 4.982 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 749M | 19,760% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | 10.46 | 6.31 | 166% |
| Returns for 3 years | 14.59 | 18.93 | 77% |
| Returns for 5 years | 34.30 | 25.81 | 133% |
| Returns for 10 years | 73.51 | 100.69 | 73% |
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