Interact to see
Advertisement
Advertisement
ANWPX vs SGAAX
ANWPX vs SGAAX Comparison
Open Charts ANWPX vs SGAAX
American Funds New Perspective A
Price$72.44
Change-$0.63 (-0.86%)
VolumeN/A
Net Assets158.87B
Virtus SGA Global Growth A
Price$22.49
Change-$0.26 (-1.14%)
VolumeN/A
Net Assets210.18M
ANWPX vs SGAAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ANWPX vs. SGAAX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 159B vs. SGAAX (210M). ANWPX pays higher dividends than SGAAX: ANWPX (0.47) 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 : 12.26 vs. SGAAX (-21.14). ANWPX return over 5 years is better than : 27.28 vs. SGAAX (-19.58).
| 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 | 16.632 | 0.486 | 3,423% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 210M | 75,714% |
| Annual Yield % from dividends | 0.47 | 0.00 | - |
| Returns for 1 year | 12.26 | -21.14 | -58% |
| Returns for 3 years | 46.56 | 6.66 | 699% |
| Returns for 5 years | 27.28 | -19.58 | -139% |
| Returns for 10 years | 88.81 | 52.38 | 170% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement