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ANWPX vs SGAAX
ANWPX vs SGAAX Comparison
Open Charts ANWPX vs SGAAX
American Funds New Perspective A
Price$74.62
Change+$0.38 (+0.51%)
VolumeN/A
Net Assets162.64B
Virtus SGA Global Growth A
Price$23.14
Change+$0.09 (+0.39%)
VolumeN/A
Net Assets203.6M
ANWPX vs SGAAX Comparison Chart in %
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ANWPX vs. SGAAX commentary
Dec 04, 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: 163B vs. SGAAX (204M). ANWPX pays higher dividends than SGAAX: ANWPX (0.47) 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 : 11.61 vs. SGAAX (-22.80). ANWPX return over 5 years is better than : 25.01 vs. SGAAX (-19.50).
| 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 | 19.192 | 1.413 | 1,358% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 204M | 79,902% |
| Annual Yield % from dividends | 0.47 | 0.00 | - |
| Returns for 1 year | 11.61 | -22.80 | -51% |
| Returns for 3 years | 44.28 | 3.52 | 1,259% |
| Returns for 5 years | 25.01 | -19.50 | -128% |
| Returns for 10 years | 92.95 | 53.72 | 173% |
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