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ANWPX vs WCMGX
ANWPX vs WCMGX Comparison
Open Charts ANWPX vs WCMGX
American Funds New Perspective A
Price$70.16
Change+$0.39 (+0.56%)
VolumeN/A
Net Assets156.22B
First Trust WCM Focused Global Gr Inst
Price$30.81
Change+$0.15 (+0.49%)
VolumeN/A
Net Assets786.43M
ANWPX vs WCMGX Comparison Chart in %
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ANWPX vs. WCMGX commentary
Jul 07, 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 WCMGX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 156B vs. WCMGX (786M). WCMGX pays higher dividends than ANWPX: WCMGX (0.77) vs ANWPX (0.51). ANWPX was incepted earlier than WCMGX: ANWPX (52 years) vs WCMGX (12 years). WCMGX (1.08) is less costly to investors than ANWPX (0.73). WCMGX is a more actively managed with annual turnover of: 43.00 vs. ANWPX (24.00). ANWPX has a lower initial minimum investment than WCMGX: ANWPX (250) vs WCMGX (100000). WCMGX annual gain was more profitable for investors over the last year : 21.52 vs. ANWPX (11.28). WCMGX return over 5 years is better than : 53.98 vs. ANWPX (46.16).
| ANWPX | WCMGX | ANWPX / WCMGX | |
| Total Expense Ratio | 0.73 | 1.03 | 71% |
| Annual Report Gross Expense Ratio | 0.73 | 1.08 | 68% |
| Fund Existence | 52 years | 12 years | - |
| Gain YTD | 12.961 | 12.885 | 101% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 786M | 19,847% |
| Annual Yield % from dividends | 0.51 | 0.77 | 66% |
| Returns for 1 year | 11.28 | 21.52 | 52% |
| Returns for 3 years | 46.44 | 74.96 | 62% |
| Returns for 5 years | 46.16 | 53.98 | 86% |
| Returns for 10 years | 87.42 | 155.09 | 56% |