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ANWPX vs PGIIX
ANWPX vs PGIIX Comparison
Open Charts ANWPX vs PGIIX
American Funds New Perspective A
Price$71.74
Change-$2.54 (-3.42%)
VolumeN/A
Net Assets162.72B
Polen Global Growth Institutional
Price$20.95
Change-$7.37 (-26.02%)
VolumeN/A
Net Assets209.62M
ANWPX vs PGIIX Comparison Chart in %
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ANWPX vs. PGIIX commentary
Feb 05, 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 PGIIX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 163B vs. PGIIX (210M). ANWPX pays higher dividends than PGIIX: ANWPX (1.00) vs PGIIX (0.00). ANWPX was incepted earlier than PGIIX: ANWPX (53 years) vs PGIIX (11 years). PGIIX (1.01) is less costly to investors than ANWPX (0.71). PGIIX is a more actively managed with annual turnover of: 32.00 vs. ANWPX (23.00). ANWPX has a lower initial minimum investment than PGIIX: ANWPX (250) vs PGIIX (100000). ANWPX annual gain was more profitable for investors over the last year : 13.01 vs. PGIIX (-24.18). ANWPX return over 5 years is better than : 16.94 vs. PGIIX (-16.60).
| ANWPX | PGIIX | ANWPX / PGIIX | |
| Total Expense Ratio | 0.71 | 1.01 | 70% |
| Annual Report Gross Expense Ratio | 0.71 | 1.01 | 70% |
| Fund Existence | 53 years | 11 years | - |
| Gain YTD | 1.600 | -5.758 | -28% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 210M | 77,619% |
| Annual Yield % from dividends | 1.00 | 0.00 | - |
| Returns for 1 year | 13.01 | -24.18 | -54% |
| Returns for 3 years | 41.61 | -0.52 | -7,967% |
| Returns for 5 years | 16.94 | -16.60 | -102% |
| Returns for 10 years | 128.98 | 112.26 | 115% |
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