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ANWPX vs SGARX
ANWPX vs SGARX Comparison
Open Charts ANWPX vs SGARX
American Funds New Perspective A
Price$67.65
Change+$0.41 (+0.61%)
VolumeN/A
Net Assets150.13B
Virtus SGA Global Growth R6
Price$25.27
Change+$0.24 (+0.96%)
VolumeN/A
Net Assets240.06M
ANWPX vs SGARX Comparison Chart
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ANWPX vs. SGARX commentary
Jun 07, 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: 150B vs. SGARX (240M). ANWPX pays higher dividends than SGARX: ANWPX (0.53) vs SGARX (0.00). ANWPX was incepted earlier than SGARX: ANWPX (52 years) vs SGARX (14 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 : 9.34 vs. SGARX (-12.76). ANWPX return over 5 years is better than : 44.14 vs. SGARX (0.72).
| 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 | 14 years | - |
| Gain YTD | 8.920 | 3.174 | 281% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150B | 240M | 62,500% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | 9.34 | -12.76 | -73% |
| Returns for 3 years | 28.95 | 4.42 | 655% |
| Returns for 5 years | 44.14 | 0.72 | 6,094% |
| Returns for 10 years | 78.75 | 72.67 | 108% |
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