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ANWPX vs WGFIX
ANWPX vs WGFIX Comparison
Open Charts ANWPX vs WGFIX
American Funds New Perspective A
Price$63.41
Change+$0.13 (+0.21%)
VolumeN/A
Net Assets141.81B
William Blair Global Leaders I
Price$10.81
Change+$0.03 (+0.28%)
VolumeN/A
Net Assets48.5M
ANWPX vs WGFIX Comparison Chart
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ANWPX vs. WGFIX commentary
May 09, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 142B vs. WGFIX (48.5M). ANWPX pays higher dividends than WGFIX: ANWPX (0.56) vs WGFIX (0.23). 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 : 5.73 vs. WGFIX (-33.22). ANWPX return over 5 years is better than : 46.81 vs. WGFIX (-22.56).
| 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 | 2.093 | 0.186 | 1,126% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 48.5M | 292,784% |
| Annual Yield % from dividends | 0.56 | 0.23 | 242% |
| Returns for 1 year | 5.73 | -33.22 | -17% |
| Returns for 3 years | 28.47 | -20.88 | -136% |
| Returns for 5 years | 46.81 | -22.56 | -208% |
| Returns for 10 years | 64.55 | -12.49 | -517% |
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