ANWPX
Price
$70.16
Change
+$0.39 (+0.56%)
Updated
Jul 3 closing price
Net Assets
156.22B
SGAAX
Price
$24.22
Change
+$0.24 (+1.00%)
Updated
Jul 3 closing price
Net Assets
242.33M
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ANWPX vs SGAAX

Header iconANWPX vs SGAAX Comparison
Open Charts ANWPX vs SGAAXBanner chart's image
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.

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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).
ANWPXSGAAXANWPX / SGAAX
Total Expense Ratio0.731.2558%
Annual Report Gross Expense Ratio0.731.4451%
Fund Existence52 years12 years-
Gain YTD12.9616.979186%
Front Load6%6%105%
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets156B242M64,463%
Annual Yield % from dividends0.510.00-
Returns for 1 year11.28-13.28-85%
Returns for 3 years46.4414.52320%
Returns for 5 years46.16-1.90-2,425%
Returns for 10 years87.4272.18121%
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