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ANWPX vs SGAPX
ANWPX vs SGAPX Comparison
Open Charts ANWPX vs SGAPX
American Funds New Perspective A
Price$67.65
Change+$0.41 (+0.61%)
VolumeN/A
Net Assets150.13B
Virtus SGA Global Growth I
Price$24.06
Change+$0.23 (+0.97%)
VolumeN/A
Net Assets240.06M
ANWPX vs SGAPX Comparison Chart
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ANWPX vs. SGAPX commentary
Jun 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 Buy and SGAPX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 150B vs. SGAPX (240M). ANWPX pays higher dividends than SGAPX: ANWPX (0.53) 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 : 9.34 vs. SGAPX (-13.72). ANWPX return over 5 years is better than : 44.14 vs. SGAPX (-1.57).
| 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 | 8.920 | 3.160 | 282% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150B | 240M | 62,500% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | 9.34 | -13.72 | -68% |
| Returns for 3 years | 28.95 | 2.80 | 1,032% |
| Returns for 5 years | 44.14 | -1.57 | -2,812% |
| Returns for 10 years | 78.75 | 65.40 | 120% |
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