Ad is loading...
ANWPX vs SGAPX
ANWPX vs SGAPX Comparison
Open Charts ANWPX vs SGAPX
American Funds New Perspective A
Price$64.97
Change-$0.80 (-1.22%)
VolumeN/A
Net Assets147.51B
Virtus SGA Global Growth I
Price$23.49
Change-$0.22 (-0.93%)
VolumeN/A
Net Assets271.95M
ANWPX vs SGAPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ANWPX vs. SGAPX commentary
Feb 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 StrongBuy and SGAPX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 148B vs. SGAPX (272M). ANWPX pays higher dividends than SGAPX: ANWPX (0.83) vs SGAPX (0.00). ANWPX was incepted earlier than SGAPX: ANWPX (52 years) vs SGAPX (11 years). SGAPX is a more actively managed with annual turnover of: 24.00 vs. ANWPX (17.00). 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 : 10.46 vs. SGAPX (-15.53). ANWPX return over 5 years is better than : 34.30 vs. SGAPX (0.64).
| ANWPX | SGAPX | ANWPX / SGAPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 52 years | 11 years | - |
| Gain YTD | 4.605 | 2.641 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 272M | 54,412% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | 10.46 | -15.53 | -67% |
| Returns for 3 years | 14.59 | -6.40 | -228% |
| Returns for 5 years | 34.30 | 0.64 | 5,387% |
| Returns for 10 years | 73.51 | 67.31 | 109% |
View a ticker or compare two or three
VS
VS
Ad is loading...