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ANWPX vs RGERX
ANWPX vs RGERX Comparison
Open Charts ANWPX vs RGERX
American Funds New Perspective A
Price$63.39
Change+$0.41 (+0.65%)
VolumeN/A
Net Assets144.81B
Columbia Select Global Equity Inst2
Price$19.88
Change+$0.18 (+0.91%)
VolumeN/A
Net Assets739.18M
ANWPX vs RGERX Comparison Chart
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ANWPX vs. RGERX 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 RGERX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 145B vs. RGERX (739M). 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 : 15.42 vs. RGERX (14.38). ANWPX return over 5 years is better than : 32.08 vs. RGERX (24.64).
| 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 | 2.061 | 3.166 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 739M | 19,621% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | 15.42 | 14.38 | 107% |
| Returns for 3 years | 2.45 | 7.29 | 34% |
| Returns for 5 years | 32.08 | 24.64 | 130% |
| Returns for 10 years | 78.32 | 106.65 | 73% |
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