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ANWPX vs CAGEX
ANWPX vs CAGEX Comparison
Open Charts ANWPX vs CAGEX
American Funds New Perspective A
Price$74.06
Change-$1.23 (-1.63%)
VolumeN/A
Net Assets165.22B
Calamos Global Equity A
Price$19.29
Change-$0.48 (-2.43%)
VolumeN/A
Net Assets159.9M
ANWPX vs CAGEX Comparison Chart in %
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ANWPX vs. CAGEX commentary
Nov 14, 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 CAGEX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 165B vs. CAGEX (160M). ANWPX pays higher dividends than CAGEX: ANWPX (0.47) 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 : 13.12 vs. CAGEX (5.41). ANWPX return over 5 years is better than : 32.02 vs. CAGEX (26.33).
| 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 | 19.240 | 16.909 | 114% |
| Front Load | 6% | 5% | 121% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165B | 160M | 103,125% |
| Annual Yield % from dividends | 0.47 | 0.00 | - |
| Returns for 1 year | 13.12 | 5.41 | 242% |
| Returns for 3 years | 49.87 | 62.51 | 80% |
| Returns for 5 years | 32.02 | 26.33 | 122% |
| Returns for 10 years | 96.81 | 47.70 | 203% |
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