Interact to see
Advertisement
Advertisement
ANWPX vs SGAAX
ANWPX vs SGAAX Comparison
Open Charts ANWPX vs SGAAX
American Funds New Perspective A
Price$71.91
Change+$0.34 (+0.48%)
VolumeN/A
Net Assets159.21B
Virtus SGA Global Growth A
Price$23.47
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets226.87M
ANWPX vs SGAAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ANWPX vs. SGAAX commentary
Sep 08, 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.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 159B vs. SGAAX (227M). ANWPX pays higher dividends than SGAAX: ANWPX (0.50) 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 (0.73). 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 : 15.20 vs. SGAAX (-16.95). ANWPX return over 5 years is better than : 35.52 vs. SGAAX (-12.10).
| ANWPX | SGAAX | ANWPX / SGAAX | |
| Total Expense Ratio | 0.73 | 1.25 | 58% |
| Annual Report Gross Expense Ratio | 0.73 | 1.44 | 51% |
| Fund Existence | 53 years | 12 years | - |
| Gain YTD | 15.778 | 3.666 | 430% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 227M | 70,044% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 15.20 | -16.95 | -90% |
| Returns for 3 years | 48.87 | 10.55 | 463% |
| Returns for 5 years | 35.52 | -12.10 | -294% |
| Returns for 10 years | 98.99 | 70.83 | 140% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers