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ANWPX vs SGAAX
ANWPX vs SGAAX Comparison
Open Charts ANWPX vs SGAAX
American Funds New Perspective A
Price$71.74
Change-$2.54 (-3.42%)
VolumeN/A
Net Assets162.72B
Virtus SGA Global Growth A
Price$19.42
Change-$4.33 (-18.23%)
VolumeN/A
Net Assets187.94M
ANWPX vs SGAAX Comparison Chart in %
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ANWPX vs. SGAAX commentary
Feb 04, 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 SGAAX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 163B vs. SGAAX (188M). ANWPX pays higher dividends than SGAAX: ANWPX (1.00) vs SGAAX (0.00). ANWPX was incepted earlier than SGAAX: ANWPX (53 years) vs SGAAX (12 years). SGAAX (1.44) is less costly to investors than ANWPX (0.71). SGAAX is a more actively managed with annual turnover of: 37.00 vs. ANWPX (23.00). 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 : 13.01 vs. SGAAX (-15.89). ANWPX return over 5 years is better than : 16.94 vs. SGAAX (-34.74).
| ANWPX | SGAAX | ANWPX / SGAAX | |
| Total Expense Ratio | 0.71 | 1.25 | 57% |
| Annual Report Gross Expense Ratio | 0.71 | 1.44 | 49% |
| Fund Existence | 53 years | 12 years | - |
| Gain YTD | 1.600 | -5.314 | -30% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 188M | 86,702% |
| Annual Yield % from dividends | 1.00 | 0.00 | - |
| Returns for 1 year | 13.01 | -15.89 | -82% |
| Returns for 3 years | 41.61 | -15.05 | -277% |
| Returns for 5 years | 16.94 | -34.74 | -49% |
| Returns for 10 years | 128.98 | 50.74 | 254% |
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