ANWPX
Price
$71.21
Change
+$0.05 (+0.07%)
Updated
Jul 25 closing price
Net Assets
158.35B
SGAAX
Price
$24.25
Change
+$0.03 (+0.12%)
Updated
Jul 25 closing price
Net Assets
240.86M
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ANWPX vs SGAAX

Header iconANWPX vs SGAAX Comparison
Open Charts ANWPX vs SGAAXBanner chart's image
American Funds New Perspective A
Price$71.21
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets158.35B
Virtus SGA Global Growth A
Price$24.25
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets240.86M
ANWPX vs SGAAX Comparison Chart in %
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ANWPX vs. SGAAX commentary
Jul 28, 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 SGAAX is a Buy.

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FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 158B vs. SGAAX (241M). ANWPX pays higher dividends than SGAAX: ANWPX (0.51) vs SGAAX (0.00). ANWPX was incepted earlier than SGAAX: ANWPX (52 years) vs SGAAX (12 years). SGAAX (1.44) is less costly to investors than ANWPX (0.73). SGAAX is a more actively managed with annual turnover of: 32.00 vs. ANWPX (24.00). ANWPX (6%) and SGAAX (6%) have equivalent initial investment costs. ANWPX has a lower initial minimum investment than SGAAX: ANWPX (250) vs SGAAX (2500). ANWPX annual gain was more profitable for investors over the last year : 17.07 vs. SGAAX (-11.24). ANWPX return over 5 years is better than : 42.99 vs. SGAAX (-4.60).
ANWPXSGAAXANWPX / SGAAX
Total Expense Ratio0.731.2558%
Annual Report Gross Expense Ratio0.731.4451%
Fund Existence52 years12 years-
Gain YTD14.6517.111206%
Front Load6%6%105%
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets158B241M65,560%
Annual Yield % from dividends0.510.00-
Returns for 1 year17.07-11.24-152%
Returns for 3 years45.1712.16371%
Returns for 5 years42.99-4.60-934%
Returns for 10 years87.2365.29134%
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