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ANWPX vs SGAPX
ANWPX vs SGAPX Comparison
Open Charts ANWPX vs SGAPX
American Funds New Perspective A
Price$73.04
Change+$0.38 (+0.52%)
VolumeN/A
Net Assets161.39B
Virtus SGA Global Growth I
Price$23.88
Change+$0.09 (+0.38%)
VolumeN/A
Net Assets220.94M
ANWPX vs SGAPX Comparison Chart in %
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ANWPX vs. SGAPX commentary
Sep 28, 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 SGAPX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 161B vs. SGAPX (221M). ANWPX pays higher dividends than SGAPX: ANWPX (0.50) vs SGAPX (0.00). ANWPX was incepted earlier than SGAPX: ANWPX (53 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 : 10.88 vs. SGAPX (-19.62). ANWPX return over 5 years is better than : 41.02 vs. SGAPX (-8.61).
| ANWPX | SGAPX | ANWPX / SGAPX | |
| Total Expense Ratio | 0.73 | 1.00 | 73% |
| Annual Report Gross Expense Ratio | 0.73 | 1.18 | 62% |
| Fund Existence | 53 years | 12 years | - |
| Gain YTD | 17.598 | 3.377 | 521% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 221M | 72,851% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 10.88 | -19.62 | -55% |
| Returns for 3 years | 61.80 | 21.40 | 289% |
| Returns for 5 years | 41.02 | -8.61 | -476% |
| Returns for 10 years | 112.27 | 82.16 | 137% |
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