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ANWPX vs SGACX
ANWPX vs SGACX Comparison
Open Charts ANWPX vs SGACX
American Funds New Perspective A
Price$65.99
Change+$0.06 (+0.09%)
VolumeN/A
Net Assets147.5B
Virtus SGA Global Growth C
Price$20.09
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets241.62M
ANWPX vs SGACX Comparison Chart
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ANWPX vs. SGACX commentary
May 23, 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 SGACX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 148B vs. SGACX (242M). ANWPX pays higher dividends than SGACX: ANWPX (0.56) vs SGACX (0.00). ANWPX was incepted earlier than SGACX: ANWPX (52 years) vs SGACX (12 years). SGACX (2.17) is less costly to investors than ANWPX (0.73). SGACX is a more actively managed with annual turnover of: 32.00 vs. ANWPX (24.00). ANWPX has a lower initial minimum investment than SGACX: ANWPX (250) vs SGACX (2500). ANWPX annual gain was more profitable for investors over the last year : 7.55 vs. SGACX (-19.74). ANWPX return over 5 years is better than : 50.73 vs. SGACX (-5.01).
| ANWPX | SGACX | ANWPX / SGACX | |
| Total Expense Ratio | 0.73 | 2.00 | 37% |
| Annual Report Gross Expense Ratio | 0.73 | 2.17 | 34% |
| Fund Existence | 52 years | 12 years | - |
| Gain YTD | 6.247 | 0.702 | 890% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 242M | 61,157% |
| Annual Yield % from dividends | 0.56 | 0.00 | - |
| Returns for 1 year | 7.55 | -19.74 | -38% |
| Returns for 3 years | 30.85 | -1.47 | -2,096% |
| Returns for 5 years | 50.73 | -5.01 | -1,012% |
| Returns for 10 years | 70.04 | 37.16 | 188% |