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ANWPX vs BGATX
ANWPX vs BGATX Comparison
Open Charts ANWPX vs BGATX
American Funds New Perspective A
Price$70.16
Change+$0.39 (+0.56%)
VolumeN/A
Net Assets156.22B
Baillie Gifford Global Alpha Equities 2
Price$18.13
Change+$0.14 (+0.78%)
VolumeN/A
Net Assets715.2M
ANWPX vs BGATX Comparison Chart in %
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ANWPX vs. BGATX commentary
Jul 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 BGATX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 156B vs. BGATX (715M). BGATX pays higher dividends than ANWPX: BGATX (1.27) vs ANWPX (0.51). ANWPX was incepted earlier than BGATX: ANWPX (52 years) vs BGATX (11 years). ANWPX (0.73) is less costly to investors than BGATX (0.65). BGATX is a more actively managed with annual turnover of: 28.00 vs. ANWPX (24.00). ANWPX has a lower initial minimum investment than BGATX: ANWPX (250) vs BGATX (25000000). ANWPX annual gain was more profitable for investors over the last year : 11.28 vs. BGATX (5.38). ANWPX return over 5 years is better than : 46.16 vs. BGATX (8.18).
| ANWPX | BGATX | ANWPX / BGATX | |
| Total Expense Ratio | 0.73 | 0.65 | 112% |
| Annual Report Gross Expense Ratio | 0.73 | 0.65 | 112% |
| Fund Existence | 52 years | 11 years | - |
| Gain YTD | 12.961 | 12.133 | 107% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 715M | 21,818% |
| Annual Yield % from dividends | 0.51 | 1.27 | 40% |
| Returns for 1 year | 11.28 | 5.38 | 210% |
| Returns for 3 years | 46.44 | 35.06 | 132% |
| Returns for 5 years | 46.16 | 8.18 | 564% |
| Returns for 10 years | 87.42 | 38.47 | 227% |
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