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ANWPX vs SGARX
ANWPX vs SGARX Comparison
Open Charts ANWPX vs SGARX
American Funds New Perspective A
Price$64.56
Change-$0.93 (-1.42%)
VolumeN/A
CapitalizationN/A
Virtus SGA Global Growth R6
Price$30.46
Change-$0.66 (-2.12%)
VolumeN/A
CapitalizationN/A
ANWPX vs SGARX Comparison Chart
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ANWPX vs. SGARX commentary
Nov 18, 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 StrongSell and SGARX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 142B vs. SGARX (327M). ANWPX pays higher dividends than SGARX: ANWPX (0.83) vs SGARX (0.00). ANWPX was incepted earlier than SGARX: ANWPX (52 years) vs SGARX (14 years). SGARX is a more actively managed with annual turnover of: 24.00 vs. ANWPX (17.00). ANWPX has a lower initial minimum investment than SGARX: ANWPX (250) vs SGARX (2500000). ANWPX (18.16) and SGARX (17.97) have marching annual gain over last year. ANWPX return over 5 years is better than : 39.56 vs. SGARX (36.79).
| ANWPX | SGARX | ANWPX / SGARX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 52 years | 14 years | - |
| Gain YTD | 15.492 | 10.683 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 327M | 43,425% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | 18.16 | 17.97 | 101% |
| Returns for 3 years | -9.95 | -8.34 | 119% |
| Returns for 5 years | 39.56 | 36.79 | 108% |
| Returns for 10 years | 68.10 | 117.35 | 58% |
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