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ANWPX vs SGAAX
ANWPX vs SGAAX Comparison
Open Charts ANWPX vs SGAAX
American Funds New Perspective A
Price$67.50
Change-$0.81 (-1.19%)
VolumeN/A
Net Assets150.58B
Virtus SGA Global Growth A
Price$23.32
Change-$0.36 (-1.52%)
VolumeN/A
Net Assets239.16M
ANWPX vs SGAAX Comparison Chart
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ANWPX vs. SGAAX 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 SGAAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 151B vs. SGAAX (239M). ANWPX pays higher dividends than SGAAX: ANWPX (0.53) 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 : 8.94 vs. SGAAX (-13.85). ANWPX return over 5 years is better than : 48.42 vs. SGAAX (-0.43).
| 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 | 8.678 | 3.004 | 289% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 239M | 63,180% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | 8.94 | -13.85 | -65% |
| Returns for 3 years | 43.13 | 14.37 | 300% |
| Returns for 5 years | 48.42 | -0.43 | -11,340% |
| Returns for 10 years | 77.43 | 61.32 | 126% |
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