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ANWPX vs SGAAX
ANWPX vs SGAAX Comparison
Open Charts ANWPX vs SGAAX
American Funds New Perspective A
Price$70.16
Change+$0.39 (+0.56%)
VolumeN/A
Net Assets156.22B
Virtus SGA Global Growth A
Price$24.22
Change+$0.24 (+1.00%)
VolumeN/A
Net Assets242.33M
ANWPX vs SGAAX Comparison Chart in %
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ANWPX vs. SGAAX commentary
Jul 07, 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: 156B vs. SGAAX (242M). 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 : 11.28 vs. SGAAX (-13.28). ANWPX return over 5 years is better than : 46.16 vs. SGAAX (-1.90).
| ANWPX | SGAAX | ANWPX / SGAAX | |
| Total Expense Ratio | 0.73 | 1.25 | 58% |
| Annual Report Gross Expense Ratio | 0.73 | 1.44 | 51% |
| Fund Existence | 52 years | 12 years | - |
| Gain YTD | 12.961 | 6.979 | 186% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 242M | 64,463% |
| Annual Yield % from dividends | 0.51 | 0.00 | - |
| Returns for 1 year | 11.28 | -13.28 | -85% |
| Returns for 3 years | 46.44 | 14.52 | 320% |
| Returns for 5 years | 46.16 | -1.90 | -2,425% |
| Returns for 10 years | 87.42 | 72.18 | 121% |
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