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ANWPX vs CAGEX
ANWPX vs CAGEX Comparison
Open Charts ANWPX vs CAGEX
American Funds New Perspective A
Price$72.18
Change-$0.44 (-0.61%)
VolumeN/A
Net Assets162.72B
Calamos Global Equity A
Price$17.48
Change-$0.10 (-0.57%)
VolumeN/A
Net Assets167.9M
ANWPX vs CAGEX Comparison Chart in %
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ANWPX vs. CAGEX commentary
Jan 15, 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 Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 163B vs. CAGEX (168M). ANWPX pays higher dividends than CAGEX: ANWPX (1.03) 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 (0.73). CAGEX is a more actively managed with annual turnover of: 78.00 vs. ANWPX (24.00). 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 : 18.18 vs. CAGEX (7.31). ANWPX return over 5 years is better than : 20.31 vs. CAGEX (9.18).
| ANWPX | CAGEX | ANWPX / CAGEX | |
| Total Expense Ratio | 0.73 | 1.40 | 52% |
| Annual Report Gross Expense Ratio | 0.73 | 1.42 | 51% |
| Fund Existence | 53 years | 19 years | - |
| Gain YTD | 2.223 | 4.608 | 48% |
| Front Load | 6% | 5% | 121% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 168M | 97,024% |
| Annual Yield % from dividends | 1.03 | 0.00 | - |
| Returns for 1 year | 18.18 | 7.31 | 249% |
| Returns for 3 years | 47.27 | 49.15 | 96% |
| Returns for 5 years | 20.31 | 9.18 | 221% |
| Returns for 10 years | 128.26 | 52.80 | 243% |
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