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ANWPX vs SGAPX
ANWPX vs SGAPX Comparison
Open Charts ANWPX vs SGAPX
American Funds New Perspective A
Price$65.85
Change-$2.09 (-3.08%)
VolumeN/A
CapitalizationN/A
Virtus SGA Global Growth I
Price$23.31
Change-$6.95 (-22.97%)
VolumeN/A
CapitalizationN/A
ANWPX vs SGAPX Comparison Chart
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ANWPX vs. SGAPX commentary
Dec 19, 2024
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: 149B vs. SGAPX (305M). 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 : 23.15 vs. SGAPX (15.92). ANWPX return over 5 years is better than : 41.49 vs. SGAPX (35.09).
| 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 | 21.538 | 14.830 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 305M | 48,852% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | 23.15 | 15.92 | 145% |
| Returns for 3 years | 7.41 | 0.60 | 1,246% |
| Returns for 5 years | 41.49 | 35.09 | 118% |
| Returns for 10 years | 77.49 | 117.78 | 66% |
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