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ANWPX vs SGARX
ANWPX vs SGARX Comparison
Open Charts ANWPX vs SGARX
American Funds New Perspective A
Price$71.21
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets158.35B
Virtus SGA Global Growth R6
Price$26.04
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets240.86M
ANWPX vs SGARX Comparison Chart in %
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ANWPX vs. SGARX commentary
Jul 27, 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 SGARX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 158B vs. SGARX (241M). ANWPX pays higher dividends than SGARX: ANWPX (0.51) vs SGARX (0.00). ANWPX was incepted earlier than SGARX: ANWPX (52 years) vs SGARX (15 years). SGARX (1.04) is less costly to investors than ANWPX (0.73). SGARX is a more actively managed with annual turnover of: 32.00 vs. ANWPX (24.00). ANWPX has a lower initial minimum investment than SGARX: ANWPX (250) vs SGARX (2500000). ANWPX annual gain was more profitable for investors over the last year : 17.07 vs. SGARX (-9.61). ANWPX return over 5 years is better than : 42.99 vs. SGARX (-0.61).
| ANWPX | SGARX | ANWPX / SGARX | |
| Total Expense Ratio | 0.73 | 0.90 | 81% |
| Annual Report Gross Expense Ratio | 0.73 | 1.04 | 70% |
| Fund Existence | 52 years | 15 years | - |
| Gain YTD | 14.651 | 7.337 | 200% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 241M | 65,560% |
| Annual Yield % from dividends | 0.51 | 0.00 | - |
| Returns for 1 year | 17.07 | -9.61 | -178% |
| Returns for 3 years | 45.17 | 15.32 | 295% |
| Returns for 5 years | 42.99 | -0.61 | -7,039% |
| Returns for 10 years | 87.23 | 76.17 | 115% |