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ANWPX vs SGAAX
ANWPX vs SGAAX Comparison
Open Charts ANWPX vs SGAAX
American Funds New Perspective A
Price$71.41
Change-$0.48 (-0.67%)
VolumeN/A
Net Assets158.54B
Virtus SGA Global Growth A
Price$23.56
Change-$0.08 (-0.34%)
VolumeN/A
Net Assets229.87M
ANWPX vs SGAAX Comparison Chart in %
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ANWPX vs. SGAAX commentary
Sep 01, 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 Buy and SGAAX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 159B vs. SGAAX (230M). ANWPX pays higher dividends than SGAAX: ANWPX (0.50) vs SGAAX (0.00). ANWPX was incepted earlier than SGAAX: ANWPX (53 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 : 11.86 vs. SGAAX (-17.62). ANWPX return over 5 years is better than : 30.99 vs. SGAAX (-14.39).
| ANWPX | SGAAX | ANWPX / SGAAX | |
| Total Expense Ratio | 0.73 | 1.25 | 58% |
| Annual Report Gross Expense Ratio | 0.73 | 1.44 | 51% |
| Fund Existence | 53 years | 12 years | - |
| Gain YTD | 14.973 | 4.064 | 368% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 230M | 69,130% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 11.86 | -17.62 | -67% |
| Returns for 3 years | 44.59 | 9.23 | 483% |
| Returns for 5 years | 30.99 | -14.39 | -215% |
| Returns for 10 years | 103.07 | 75.86 | 136% |
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