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ANWPX vs WCMGX
ANWPX vs WCMGX Comparison
Open Charts ANWPX vs WCMGX
American Funds New Perspective A
Price$73.04
Change+$0.38 (+0.52%)
VolumeN/A
Net Assets161.39B
First Trust WCM Focused Global Gr Inst
Price$33.70
Change+$0.30 (+0.90%)
VolumeN/A
Net Assets943.09M
ANWPX vs WCMGX Comparison Chart in %
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ANWPX vs. WCMGX commentary
Sep 29, 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: 161B vs. WCMGX (943M). WCMGX pays higher dividends than ANWPX: WCMGX (0.75) vs ANWPX (0.50). ANWPX was incepted earlier than WCMGX: ANWPX (53 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 : 25.93 vs. ANWPX (10.88). WCMGX return over 5 years is better than : 58.60 vs. ANWPX (41.02).
| ANWPX | WCMGX | ANWPX / WCMGX | |
| Total Expense Ratio | 0.73 | 1.03 | 71% |
| Annual Report Gross Expense Ratio | 0.73 | 1.08 | 68% |
| Fund Existence | 53 years | 12 years | - |
| Gain YTD | 17.598 | 23.474 | 75% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 943M | 17,073% |
| Annual Yield % from dividends | 0.50 | 0.75 | 66% |
| Returns for 1 year | 10.88 | 25.93 | 42% |
| Returns for 3 years | 61.80 | 99.93 | 62% |
| Returns for 5 years | 41.02 | 58.60 | 70% |
| Returns for 10 years | 112.27 | 194.64 | 58% |
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