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ANWPX vs SGARX
ANWPX vs SGARX Comparison
Open Charts ANWPX vs SGARX
American Funds New Perspective A
Price$67.94
Change-$0.16 (-0.23%)
VolumeN/A
CapitalizationN/A
Virtus SGA Global Growth R6
Price$31.45
Change-$0.18 (-0.57%)
VolumeN/A
CapitalizationN/A
ANWPX vs SGARX Comparison Chart
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ANWPX vs. SGARX 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 SGARX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 149B vs. SGARX (307M). 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 annual gain was more profitable for investors over the last year : 23.15 vs. SGARX (16.07). ANWPX return over 5 years is better than : 41.49 vs. SGARX (36.94).
| 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 | 21.538 | 14.935 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 307M | 48,534% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | 23.15 | 16.07 | 144% |
| Returns for 3 years | 7.41 | 1.44 | 514% |
| Returns for 5 years | 41.49 | 36.94 | 112% |
| Returns for 10 years | 77.49 | 125.36 | 62% |
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