Interact to see
Advertisement
Advertisement
ANWPX vs SGAPX
ANWPX vs SGAPX Comparison
Open Charts ANWPX vs SGAPX
American Funds New Perspective A
Price$70.51
Change+$0.55 (+0.79%)
VolumeN/A
Net Assets155.4B
Virtus SGA Global Growth I
Price$24.02
Change+$0.04 (+0.17%)
VolumeN/A
Net Assets232.42M
ANWPX vs SGAPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ANWPX vs. SGAPX commentary
Aug 07, 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 SGAPX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 155B vs. SGAPX (232M). ANWPX pays higher dividends than SGAPX: ANWPX (0.50) vs SGAPX (0.00). ANWPX was incepted earlier than SGAPX: ANWPX (52 years) vs SGAPX (12 years). SGAPX (1.18) is less costly to investors than ANWPX (0.73). SGAPX is a more actively managed with annual turnover of: 32.00 vs. ANWPX (24.00). ANWPX has a lower initial minimum investment than SGAPX: ANWPX (250) vs SGAPX (100000). ANWPX annual gain was more profitable for investors over the last year : 18.69 vs. SGAPX (-11.77). ANWPX return over 5 years is better than : 37.59 vs. SGAPX (-7.91).
| ANWPX | SGAPX | ANWPX / SGAPX | |
| Total Expense Ratio | 0.73 | 1.00 | 73% |
| Annual Report Gross Expense Ratio | 0.73 | 1.18 | 62% |
| Fund Existence | 52 years | 12 years | - |
| Gain YTD | 13.524 | 3.810 | 355% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 232M | 66,810% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 18.69 | -11.77 | -159% |
| Returns for 3 years | 36.50 | 1.70 | 2,152% |
| Returns for 5 years | 37.59 | -7.91 | -475% |
| Returns for 10 years | 84.63 | 63.61 | 133% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement