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ANWPX vs SGAAX
ANWPX vs SGAAX Comparison
Open Charts ANWPX vs SGAAX
American Funds New Perspective A
Price$59.16
Change-$2.45 (-3.98%)
VolumeN/A
Net Assets139.04B
Virtus SGA Global Growth A
Price$20.87
Change-$0.79 (-3.65%)
VolumeN/A
Net Assets237.64M
ANWPX vs SGAAX Comparison Chart
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ANWPX vs. SGAAX 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 SGAAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 139B vs. SGAAX (238M). ANWPX pays higher dividends than SGAAX: ANWPX (0.58) vs SGAAX (0.00). ANWPX was incepted earlier than SGAAX: ANWPX (52 years) vs SGAAX (12 years). SGAAX (1.44) is less costly to investors than ANWPX (0.73). SGAAX is a more actively managed with annual turnover of: 32.00 vs. ANWPX (24.00). ANWPX (6%) and SGAAX (6%) have equivalent initial investment costs. 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 : 2.39 vs. SGAAX (-20.31). ANWPX return over 5 years is better than : 69.24 vs. SGAAX (16.95).
| ANWPX | SGAAX | ANWPX / SGAAX | |
| Total Expense Ratio | 0.73 | 1.25 | 58% |
| Annual Report Gross Expense Ratio | 0.73 | 1.44 | 51% |
| Fund Existence | 52 years | 12 years | - |
| Gain YTD | -0.805 | -4.329 | 19% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 238M | 58,403% |
| Annual Yield % from dividends | 0.58 | 0.00 | - |
| Returns for 1 year | 2.39 | -20.31 | -12% |
| Returns for 3 years | 2.60 | -18.20 | -14% |
| Returns for 5 years | 69.24 | 16.95 | 408% |
| Returns for 10 years | 63.30 | 51.63 | 123% |
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