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ANWPX vs SGAAX
ANWPX vs SGAAX Comparison
Open Charts ANWPX vs SGAAX
American Funds New Perspective A
Price$65.04
Change+$0.48 (+0.74%)
VolumeN/A
Net Assets146.98B
Virtus SGA Global Growth A
Price$23.38
Change+$0.05 (+0.21%)
VolumeN/A
Net Assets280.33M
ANWPX vs SGAAX Comparison Chart
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ANWPX vs. SGAAX commentary
Jan 31, 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 SGAAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 147B vs. SGAAX (280M). ANWPX pays higher dividends than SGAAX: ANWPX (0.83) vs SGAAX (0.00). ANWPX was incepted earlier than SGAAX: ANWPX (52 years) vs SGAAX (11 years). SGAAX is a more actively managed with annual turnover of: 24.00 vs. ANWPX (17.00). ANWPX has a lower initial minimum investment than SGAAX: ANWPX (250) vs SGAAX (2500). ANWPX annual gain was more profitable for investors over the last year : 16.52 vs. SGAAX (-12.06). ANWPX return over 5 years is better than : 39.90 vs. SGAAX (2.68).
| ANWPX | SGAAX | ANWPX / SGAAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 52 years | 11 years | - |
| Gain YTD | 4.717 | 3.048 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147B | 280M | 52,500% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | 16.52 | -12.06 | -137% |
| Returns for 3 years | 7.85 | -13.01 | -60% |
| Returns for 5 years | 39.90 | 2.68 | 1,486% |
| Returns for 10 years | 81.76 | 72.91 | 112% |
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