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CAGEX vs ANWPX

Both ANWPX and CAGEX are mutual funds. ANWPX has a lower 5-year return than CAGEX (18.37% vs 18.39%). ANWPX has a lower expense ratio than CAGEX (0.75% vs 1.4%). Below is the comparison between ANWPX and CAGEX.

ANWPX CAGEX
Security Type Mutual fund Mutual fund
Segment International Equity: World Large Stock International Equity: World Large Stock
Family American Funds Calamos
Net Assets $65.08B $31.20M
Expense Ratio 0.75% 1.40%
Management Style active active
Dividend Yield 0.12% 0.00%
Minimum Investment $1,000.00 $2,500.00
YTD Return 9.94% 9.12%
1-Year Return 1.92% -0.12%
3-Year Return 18.85% 18.98%
5-Year Return 18.37% 18.39%
10-Year Return 13.39% 11.40%

ANWPX description

The Fund seeks long-term growth of capital with future income as a secondary objective. The Fund seeks to take advantage of investment opportunities generated by changes in international trade patterns and economic and political relationships by investing in common stocks of companies located around the world.

ANWPX performance & returns

YTD Return 9.94%
1-Month Return 0.80%
3-Month Return 1.92%
1-Year Return 1.92%
3-Year Return 18.85%
5-Year Return 18.37%
10-Year Return 13.39%
ANWPX expense ratio is 0.75%.

ANWPX holdings

Top 10 Holdings (29.14% of Total Assets)

Name Symbol % Assets
Tesla Inc TSLA 6.51%
Capital Group Central Cash Fund N/A 4.27%
Amazon.com Inc AMZN 3.41%
Facebook Inc A FB 3.27%
Microsoft Corp MSFT 3.00%
Taiwan Semiconductor Manufacturing Co Ltd 2330.TW 2.81%
Mastercard Inc A MA 1.84%
Netflix Inc NFLX 1.57%
ASML Holding NV ASML 1.27%
PayPal Holdings Inc PYPL 1.19%

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CAGEX description

The Fund seeks long-term capital growth. The Fund invests at least 80% of its net assets in equity securities, including convertible securities in a globally diversified manner, with at least 40% of its assets in securities of foreign issuers.

CAGEX performance & returns

YTD Return 9.12%
1-Month Return -0.12%
3-Month Return -0.12%
1-Year Return -0.12%
3-Year Return 18.98%
5-Year Return 18.39%
10-Year Return 11.40%
CAGEX expense ratio is 1.4%.

CAGEX holdings

Top 10 Holdings (26.85% of Total Assets)

Name Symbol % Assets
Amazon.com Inc AMZN 4.91%
Alibaba Group Holding Ltd ADR BABA 3.24%
Reliance Industries Ltd RELIANCE.B 2.78%
Tencent Holdings Ltd 00700 2.52%
Keyence Corp 6861 2.44%
Lululemon Athletica Inc LULU 2.42%
Alcon Inc ALC 2.32%
Microsoft Corp MSFT 2.31%
Novo Nordisk A/S ADR NVO 1.96%
Morgan Stanley Instl Lqudty Govt Instl MVRXX 1.95%

Other relevant CAGEX comparisons

You may also want to check out the following CAGEX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.
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