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ANWPX vs RGOIX
ANWPX vs RGOIX Comparison
Open Charts ANWPX vs RGOIX
American Funds New Perspective A
Price$61.61
Change+$0.36 (+0.59%)
VolumeN/A
Net Assets137.47B
RBC Global Opportunities I
Price$20.33
Change+$0.17 (+0.84%)
VolumeN/A
Net Assets484.16M
ANWPX vs RGOIX Comparison Chart
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ANWPX vs. RGOIX 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 RGOIX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 137B vs. RGOIX (484M). RGOIX pays higher dividends than ANWPX: RGOIX (0.67) vs ANWPX (0.58). ANWPX was incepted earlier than RGOIX: ANWPX (52 years) vs RGOIX (10 years). RGOIX (0.82) is less costly to investors than ANWPX (0.73). RGOIX is a more actively managed with annual turnover of: 43.00 vs. ANWPX (24.00). ANWPX has a lower initial minimum investment than RGOIX: ANWPX (250) vs RGOIX (100000). RGOIX annual gain was more profitable for investors over the last year : 4.86 vs. ANWPX (2.90). RGOIX return over 5 years is better than : 75.03 vs. ANWPX (69.24).
| ANWPX | RGOIX | ANWPX / RGOIX | |
| Total Expense Ratio | 0.73 | 0.75 | 97% |
| Annual Report Gross Expense Ratio | 0.73 | 0.82 | 89% |
| Fund Existence | 52 years | 10 years | - |
| Gain YTD | -0.805 | -2.656 | 30% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 484M | 28,306% |
| Annual Yield % from dividends | 0.58 | 0.67 | 86% |
| Returns for 1 year | 2.90 | 4.86 | 60% |
| Returns for 3 years | 3.96 | 7.15 | 55% |
| Returns for 5 years | 69.24 | 75.03 | 92% |
| Returns for 10 years | 64.54 | 103.10 | 63% |
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