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ANWPX vs WGFIX
ANWPX vs WGFIX Comparison
Open Charts ANWPX vs WGFIX
American Funds New Perspective A
Price$58.56
Change+$0.31 (+0.53%)
VolumeN/A
Net Assets131.19B
William Blair Global Leaders I
Price$10.03
Change+$0.05 (+0.50%)
VolumeN/A
Net Assets45.8M
ANWPX vs WGFIX Comparison Chart
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ANWPX vs. WGFIX commentary
Apr 18, 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 WGFIX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 131B vs. WGFIX (45.8M). ANWPX pays higher dividends than WGFIX: ANWPX (0.58) vs WGFIX (0.24). ANWPX was incepted earlier than WGFIX: ANWPX (52 years) vs WGFIX (18 years). WGFIX (1.14) is less costly to investors than ANWPX (0.73). WGFIX is a more actively managed with annual turnover of: 57.00 vs. ANWPX (24.00). ANWPX has a lower initial minimum investment than WGFIX: ANWPX (250) vs WGFIX (500000). ANWPX annual gain was more profitable for investors over the last year : 1.15 vs. WGFIX (-36.85). ANWPX return over 5 years is better than : 40.31 vs. WGFIX (-25.44).
| ANWPX | WGFIX | ANWPX / WGFIX | |
| Total Expense Ratio | 0.73 | 0.90 | 81% |
| Annual Report Gross Expense Ratio | 0.73 | 1.14 | 64% |
| Fund Existence | 52 years | 18 years | - |
| Gain YTD | -5.716 | -6.784 | 84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 45.8M | 286,026% |
| Annual Yield % from dividends | 0.58 | 0.24 | 243% |
| Returns for 1 year | 1.15 | -36.85 | -3% |
| Returns for 3 years | 4.04 | -35.90 | -11% |
| Returns for 5 years | 40.31 | -25.44 | -158% |
| Returns for 10 years | 54.05 | -18.77 | -288% |
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