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ANWPX vs SGARX
ANWPX vs SGARX Comparison
Open Charts ANWPX vs SGARX
American Funds New Perspective A
Price$73.43
Change-$0.10 (-0.14%)
VolumeN/A
Net Assets162.01B
Virtus SGA Global Growth R6
Price$25.14
Change-$0.05 (-0.20%)
VolumeN/A
Net Assets218.7M
ANWPX vs SGARX Comparison Chart in %
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ANWPX vs. SGARX commentary
Oct 17, 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 Hold and SGARX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 162B vs. SGARX (219M). ANWPX pays higher dividends than SGARX: ANWPX (0.48) 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 (0.73). 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 : 11.01 vs. SGARX (-19.16). ANWPX return over 5 years is better than : 34.52 vs. SGARX (-11.33).
| ANWPX | SGARX | ANWPX / SGARX | |
| Total Expense Ratio | 0.73 | 0.90 | 81% |
| Annual Report Gross Expense Ratio | 0.73 | 1.04 | 70% |
| Fund Existence | 53 years | 15 years | - |
| Gain YTD | 18.226 | 3.833 | 475% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 219M | 73,973% |
| Annual Yield % from dividends | 0.48 | 0.00 | - |
| Returns for 1 year | 11.01 | -19.16 | -57% |
| Returns for 3 years | 66.63 | 25.95 | 257% |
| Returns for 5 years | 34.52 | -11.33 | -305% |
| Returns for 10 years | 97.35 | 73.59 | 132% |
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