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ANWPX vs WCMGX
ANWPX vs WCMGX Comparison
Open Charts ANWPX vs WCMGX
American Funds New Perspective A
Price$67.50
Change-$0.81 (-1.19%)
VolumeN/A
Net Assets150.58B
First Trust WCM Focused Global Gr Inst
Price$30.32
Change-$0.39 (-1.27%)
VolumeN/A
Net Assets812.47M
ANWPX vs WCMGX Comparison Chart
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ANWPX vs. WCMGX commentary
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 151B vs. WCMGX (812M). WCMGX pays higher dividends than ANWPX: WCMGX (0.66) vs ANWPX (0.53). 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 : 21.28 vs. ANWPX (8.94). WCMGX return over 5 years is better than : 60.47 vs. ANWPX (48.42).
| 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 | 8.678 | 10.940 | 79% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 812M | 18,596% |
| Annual Yield % from dividends | 0.53 | 0.66 | 80% |
| Returns for 1 year | 8.94 | 21.28 | 42% |
| Returns for 3 years | 43.13 | 78.17 | 55% |
| Returns for 5 years | 48.42 | 60.47 | 80% |
| Returns for 10 years | 77.43 | 148.50 | 52% |
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