ANWPX
Price
$71.74
Change
-$2.54 (-3.42%)
Updated
Feb 3 closing price
Net Assets
162.72B
SGARX
Price
$21.09
Change
-$4.43 (-17.36%)
Updated
Feb 3 closing price
Net Assets
187.94M
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ANWPX vs SGARX

Header iconANWPX vs SGARX Comparison
Open Charts ANWPX vs SGARXBanner chart's image
American Funds New Perspective A
Price$71.74
Change-$2.54 (-3.42%)
VolumeN/A
Net Assets162.72B
Virtus SGA Global Growth R6
Price$21.09
Change-$4.43 (-17.36%)
VolumeN/A
Net Assets187.94M
ANWPX vs SGARX Comparison Chart in %
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ANWPX vs. SGARX commentary
Feb 04, 2026

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 Hold and SGARX is a Hold.

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FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 163B vs. SGARX (188M). ANWPX pays higher dividends than SGARX: ANWPX (1.00) vs SGARX (0.00). ANWPX was incepted earlier than SGARX: ANWPX (53 years) vs SGARX (15 years). SGARX (1.04) is less costly to investors than ANWPX (0.71). SGARX is a more actively managed with annual turnover of: 37.00 vs. ANWPX (23.00). 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 : 13.01 vs. SGARX (-14.79). ANWPX return over 5 years is better than : 16.94 vs. SGARX (-31.48).
ANWPXSGARXANWPX / SGARX
Total Expense Ratio0.710.9079%
Annual Report Gross Expense Ratio0.711.0468%
Fund Existence53 years15 years-
Gain YTD1.600-5.341-30%
Front Load6%N/A-
Min. Initial Investment25025000000%
Min. Initial Investment IRAN/AN/A-
Net Assets163B188M86,702%
Annual Yield % from dividends1.000.00-
Returns for 1 year13.01-14.79-88%
Returns for 3 years41.61-12.02-346%
Returns for 5 years16.94-31.48-54%
Returns for 10 years128.9862.12208%
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