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ANWPX vs SGAPX
ANWPX vs SGAPX Comparison
Open Charts ANWPX vs SGAPX
American Funds New Perspective A
Price$61.11
Change+$1.17 (+1.95%)
VolumeN/A
Net Assets134.95B
Virtus SGA Global Growth I
Price$21.75
Change+$0.54 (+2.55%)
VolumeN/A
Net Assets223.36M
ANWPX vs SGAPX Comparison Chart
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ANWPX vs. SGAPX commentary
Apr 25, 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 SGAPX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 135B vs. SGAPX (223M). ANWPX pays higher dividends than SGAPX: ANWPX (0.58) 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 : 0.72 vs. SGAPX (-20.59). ANWPX return over 5 years is better than : 42.83 vs. SGAPX (0.28).
| 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 | -4.991 | -8.182 | 61% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 223M | 60,538% |
| Annual Yield % from dividends | 0.58 | 0.00 | - |
| Returns for 1 year | 0.72 | -20.59 | -3% |
| Returns for 3 years | 7.86 | -12.10 | -65% |
| Returns for 5 years | 42.83 | 0.28 | 15,098% |
| Returns for 10 years | 51.93 | 42.61 | 122% |
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