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ANWPX vs SGAPX
ANWPX vs SGAPX Comparison
Open Charts ANWPX vs SGAPX
American Funds New Perspective A
Price$59.16
Change-$2.45 (-3.98%)
VolumeN/A
Net Assets139.04B
Virtus SGA Global Growth I
Price$21.31
Change-$0.81 (-3.66%)
VolumeN/A
Net Assets237.64M
ANWPX vs SGAPX Comparison Chart
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ANWPX vs. SGAPX commentary
Apr 05, 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 Hold and SGAPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 139B vs. SGAPX (238M). 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 : 2.39 vs. SGAPX (-19.77). ANWPX return over 5 years is better than : 69.24 vs. SGAPX (19.05).
| 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 | -0.805 | -4.242 | 19% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 238M | 58,403% |
| Annual Yield % from dividends | 0.58 | 0.00 | - |
| Returns for 1 year | 2.39 | -19.77 | -12% |
| Returns for 3 years | 2.60 | -17.22 | -15% |
| Returns for 5 years | 69.24 | 19.05 | 363% |
| Returns for 10 years | 63.30 | 54.75 | 116% |
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