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ANWPX vs PGIIX
ANWPX vs PGIIX Comparison
Open Charts ANWPX vs PGIIX
American Funds New Perspective A
Price$67.50
Change-$0.81 (-1.19%)
VolumeN/A
Net Assets150.58B
Polen Global Growth Institutional
Price$26.90
Change-$0.45 (-1.65%)
VolumeN/A
Net Assets363.3M
ANWPX vs PGIIX Comparison Chart
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ANWPX vs. PGIIX commentary
Jun 16, 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 PGIIX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 151B vs. PGIIX (363M). ANWPX pays higher dividends than PGIIX: ANWPX (0.53) vs PGIIX (0.00). ANWPX was incepted earlier than PGIIX: ANWPX (52 years) vs PGIIX (10 years). PGIIX (0.98) is less costly to investors than ANWPX (0.73). ANWPX is a more actively managed with annual turnover of: 24.00 vs. PGIIX (21.00). 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 : 8.94 vs. PGIIX (5.78). ANWPX return over 5 years is better than : 48.42 vs. PGIIX (37.04).
| ANWPX | PGIIX | ANWPX / PGIIX | |
| Total Expense Ratio | 0.73 | 0.98 | 74% |
| Annual Report Gross Expense Ratio | 0.73 | 0.98 | 74% |
| Fund Existence | 52 years | 10 years | - |
| Gain YTD | 8.678 | 1.395 | 622% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 363M | 41,598% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | 8.94 | 5.78 | 155% |
| Returns for 3 years | 43.13 | 41.65 | 104% |
| Returns for 5 years | 48.42 | 37.04 | 131% |
| Returns for 10 years | 77.43 | 158.63 | 49% |
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