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ANWPX vs SGARX
ANWPX vs SGARX Comparison
Open Charts ANWPX vs SGARX
American Funds New Perspective A
Price$71.68
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
Virtus SGA Global Growth R6
Price$25.62
Change+$0.19 (+0.75%)
VolumeN/A
Net Assets233.39M
ANWPX vs SGARX Comparison Chart in %
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ANWPX vs. SGARX 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 SGARX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 159B vs. SGARX (233M). ANWPX pays higher dividends than SGARX: ANWPX (0.50) vs SGARX (0.00). ANWPX was incepted earlier than SGARX: ANWPX (52 years) vs SGARX (15 years). SGARX (1.04) is less costly to investors than ANWPX (0.73). SGARX is a more actively managed with annual turnover of: 32.00 vs. ANWPX (24.00). ANWPX has a lower initial minimum investment than SGARX: ANWPX (250) vs SGARX (2500000). ANWPX annual gain was more profitable for investors over the last year : 13.69 vs. SGARX (-13.68). ANWPX return over 5 years is better than : 38.60 vs. SGARX (-3.86).
| ANWPX | SGARX | ANWPX / SGARX | |
| Total Expense Ratio | 0.73 | 0.90 | 81% |
| Annual Report Gross Expense Ratio | 0.73 | 1.04 | 70% |
| Fund Existence | 52 years | 15 years | - |
| Gain YTD | 15.408 | 5.606 | 275% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 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 | -13.68 | -100% |
| Returns for 3 years | 34.68 | 3.47 | 999% |
| Returns for 5 years | 38.60 | -3.86 | -999% |
| Returns for 10 years | 88.12 | 74.99 | 118% |