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ANWPX vs WCMGX
ANWPX vs WCMGX Comparison
Open Charts ANWPX vs WCMGX
American Funds New Perspective A
Price$71.68
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
First Trust WCM Focused Global Gr Inst
Price$31.85
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets858.12M
ANWPX vs WCMGX Comparison Chart in %
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ANWPX vs. WCMGX 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 WCMGX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 159B vs. WCMGX (858M). WCMGX pays higher dividends than ANWPX: WCMGX (0.76) vs ANWPX (0.50). 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 : 25.19 vs. ANWPX (13.69). WCMGX return over 5 years is better than : 48.44 vs. ANWPX (38.60).
| 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 | 15.408 | 16.696 | 92% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 858M | 18,531% |
| Annual Yield % from dividends | 0.50 | 0.76 | 66% |
| Returns for 1 year | 13.69 | 25.19 | 54% |
| Returns for 3 years | 34.68 | 59.58 | 58% |
| Returns for 5 years | 38.60 | 48.44 | 80% |
| Returns for 10 years | 88.12 | 156.09 | 56% |
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