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ANWPX vs SGARX
ANWPX vs SGARX Comparison
Open Charts ANWPX vs SGARX
American Funds New Perspective A
Price$63.53
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets142.32B
Virtus SGA Global Growth R6
Price$23.82
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets236.18M
ANWPX vs SGARX Comparison Chart
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ANWPX vs. SGARX commentary
May 12, 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: 142B vs. SGARX (236M). ANWPX pays higher dividends than SGARX: ANWPX (0.56) 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 : 5.39 vs. SGARX (-16.10). ANWPX return over 5 years is better than : 47.09 vs. SGARX (4.80).
| 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 | 2.286 | -1.814 | -126% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 236M | 60,169% |
| Annual Yield % from dividends | 0.56 | 0.00 | - |
| Returns for 1 year | 5.39 | -16.10 | -33% |
| Returns for 3 years | 27.74 | 6.53 | 425% |
| Returns for 5 years | 47.09 | 4.80 | 982% |
| Returns for 10 years | 65.41 | 60.89 | 107% |