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ANWPX vs CAGEX
ANWPX vs CAGEX Comparison
Open Charts ANWPX vs CAGEX
American Funds New Perspective A
Price$71.74
Change-$2.54 (-3.42%)
VolumeN/A
Net Assets162.72B
Calamos Global Equity A
Price$17.65
Change-$2.48 (-12.32%)
VolumeN/A
Net Assets169.6M
ANWPX vs CAGEX Comparison Chart in %
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ANWPX vs. CAGEX commentary
Feb 04, 2026
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 CAGEX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 163B vs. CAGEX (170M). ANWPX pays higher dividends than CAGEX: ANWPX (1.00) vs CAGEX (0.00). ANWPX was incepted earlier than CAGEX: ANWPX (53 years) vs CAGEX (19 years). CAGEX (1.42) is less costly to investors than ANWPX (0.71). CAGEX is a more actively managed with annual turnover of: 114.00 vs. ANWPX (23.00). ANWPX initial investment is less costly to investors than CAGEX (5%) vs CAGEX (5%). ANWPX has a lower initial minimum investment than CAGEX: ANWPX (250) vs CAGEX (2500). ANWPX annual gain was more profitable for investors over the last year : 13.01 vs. CAGEX (6.52). ANWPX return over 5 years is better than : 16.94 vs. CAGEX (6.97).
| ANWPX | CAGEX | ANWPX / CAGEX | |
| Total Expense Ratio | 0.71 | 1.40 | 51% |
| Annual Report Gross Expense Ratio | 0.71 | 1.42 | 50% |
| Fund Existence | 53 years | 19 years | - |
| Gain YTD | 1.600 | 5.625 | 28% |
| Front Load | 6% | 5% | 121% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 170M | 95,882% |
| Annual Yield % from dividends | 1.00 | 0.00 | - |
| Returns for 1 year | 13.01 | 6.52 | 200% |
| Returns for 3 years | 41.61 | 47.21 | 88% |
| Returns for 5 years | 16.94 | 6.97 | 243% |
| Returns for 10 years | 128.98 | 58.58 | 220% |
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