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ANWPX vs SGAPX
ANWPX vs SGAPX Comparison
Open Charts ANWPX vs SGAPX
American Funds New Perspective A
Price$71.21
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets158.35B
Virtus SGA Global Growth I
Price$24.79
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets240.86M
ANWPX vs SGAPX Comparison Chart in %
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ANWPX vs. SGAPX commentary
Jul 27, 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 Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 158B vs. SGAPX (241M). ANWPX pays higher dividends than SGAPX: ANWPX (0.51) 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 : 17.07 vs. SGAPX (-10.60). ANWPX return over 5 years is better than : 42.99 vs. SGAPX (-2.86).
| 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 | 14.651 | 7.316 | 200% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 241M | 65,560% |
| Annual Yield % from dividends | 0.51 | 0.00 | - |
| Returns for 1 year | 17.07 | -10.60 | -161% |
| Returns for 3 years | 45.17 | 13.56 | 333% |
| Returns for 5 years | 42.99 | -2.86 | -1,503% |
| Returns for 10 years | 87.23 | 68.83 | 127% |
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