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ANWPX vs SGAPX
ANWPX vs SGAPX Comparison
Open Charts ANWPX vs SGAPX
American Funds New Perspective A
Price$71.89
Change+$0.32 (+0.45%)
VolumeN/A
Net Assets158.54B
Virtus SGA Global Growth I
Price$24.17
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets229.87M
ANWPX vs SGAPX Comparison Chart in %
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ANWPX vs. SGAPX commentary
Aug 29, 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 Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 159B vs. SGAPX (230M). ANWPX pays higher dividends than SGAPX: ANWPX (0.50) vs SGAPX (0.00). ANWPX was incepted earlier than SGAPX: ANWPX (53 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 : 12.87 vs. SGAPX (-16.37). ANWPX return over 5 years is better than : 31.87 vs. SGAPX (-12.59).
| ANWPX | SGAPX | ANWPX / SGAPX | |
| Total Expense Ratio | 0.73 | 1.00 | 73% |
| Annual Report Gross Expense Ratio | 0.73 | 1.18 | 62% |
| Fund Existence | 53 years | 12 years | - |
| Gain YTD | 15.746 | 4.589 | 343% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 230M | 69,130% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 12.87 | -16.37 | -79% |
| Returns for 3 years | 44.15 | 10.07 | 439% |
| Returns for 5 years | 31.87 | -12.59 | -253% |
| Returns for 10 years | 98.56 | 75.37 | 131% |
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