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ANWPX vs SGAPX
ANWPX vs SGAPX Comparison
Open Charts ANWPX vs SGAPX
American Funds New Perspective A
Price$71.68
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
Virtus SGA Global Growth I
Price$24.39
Change+$0.19 (+0.79%)
VolumeN/A
Net Assets233.39M
ANWPX vs SGAPX Comparison Chart in %
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ANWPX vs. SGAPX commentary
Aug 18, 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 StrongBuy and SGAPX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 159B vs. SGAPX (233M). ANWPX pays higher dividends than SGAPX: ANWPX (0.50) vs SGAPX (0.00). ANWPX was incepted earlier than SGAPX: ANWPX (52 years) vs SGAPX (12 years). SGAPX (1.18) is less costly to investors than ANWPX (0.73). SGAPX is a more actively managed with annual turnover of: 32.00 vs. ANWPX (24.00). ANWPX has a lower initial minimum investment than SGAPX: ANWPX (250) vs SGAPX (100000). ANWPX annual gain was more profitable for investors over the last year : 13.69 vs. SGAPX (-14.63). ANWPX return over 5 years is better than : 38.60 vs. SGAPX (-6.05).
| ANWPX | SGAPX | ANWPX / SGAPX | |
| Total Expense Ratio | 0.73 | 1.00 | 73% |
| Annual Report Gross Expense Ratio | 0.73 | 1.18 | 62% |
| Fund Existence | 52 years | 12 years | - |
| Gain YTD | 15.408 | 5.584 | 276% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 233M | 68,240% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 13.69 | -14.63 | -94% |
| Returns for 3 years | 34.68 | 1.92 | 1,804% |
| Returns for 5 years | 38.60 | -6.05 | -638% |
| Returns for 10 years | 88.12 | 67.74 | 130% |
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