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ANWPX vs SGARX
ANWPX vs SGARX Comparison
Open Charts ANWPX vs SGARX
American Funds New Perspective A
Price$57.39
Change-$1.26 (-2.15%)
VolumeN/A
Net Assets132.16B
Virtus SGA Global Growth R6
Price$21.96
Change-$0.75 (-3.30%)
VolumeN/A
Net Assets229.61M
ANWPX vs SGARX Comparison Chart
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ANWPX vs. SGARX commentary
Apr 11, 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 SGARX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 132B vs. SGARX (230M). ANWPX pays higher dividends than SGARX: ANWPX (0.58) 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 : -9.70 vs. SGARX (-20.06). ANWPX return over 5 years is better than : 35.93 vs. SGARX (7.94).
| 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 | -12.462 | -6.389 | 195% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 230M | 57,391% |
| Annual Yield % from dividends | 0.58 | 0.00 | - |
| Returns for 1 year | -9.70 | -20.06 | 48% |
| Returns for 3 years | -5.78 | -13.75 | 42% |
| Returns for 5 years | 35.93 | 7.94 | 453% |
| Returns for 10 years | 42.33 | 54.58 | 78% |
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