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ANWFX vs FMSRX
ANWFX vs FMSRX Comparison
Open Charts ANWFX vs FMSRX
American Funds New Perspective F2
Price$72.13
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets158.87B
MFG Global Sustainable Service
Price$16.92
Change-$0.08 (-0.47%)
VolumeN/A
Net Assets31.85M
ANWFX vs FMSRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 159B vs. FMSRX (31.8M). FMSRX pays higher dividends than ANWFX: FMSRX (0.75) vs ANWFX (0.65). ANWFX was incepted earlier than FMSRX: ANWFX (17 years) vs FMSRX (5 years). FMSRX (2.27) is less costly to investors than ANWFX (0.52). FMSRX is a more actively managed with annual turnover of: 55.00 vs. ANWFX (24.00). ANWFX has a lower initial minimum investment than FMSRX: ANWFX (250) vs FMSRX (10000). FMSRX (12.35) and ANWFX (11.99) have marching annual gain over last year. FMSRX return over 5 years is better than : 52.19 vs. ANWFX (28.03).
| ANWFX | FMSRX | ANWFX / FMSRX | |
| Total Expense Ratio | 0.52 | 0.95 | 55% |
| Annual Report Gross Expense Ratio | 0.52 | 2.27 | 23% |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | 16.734 | 16.999 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 31.8M | 500,000% |
| Annual Yield % from dividends | 0.65 | 0.75 | 88% |
| Returns for 1 year | 11.99 | 12.35 | 97% |
| Returns for 3 years | 46.95 | 68.72 | 68% |
| Returns for 5 years | 28.03 | 52.19 | 54% |
| Returns for 10 years | 89.25 | N/A | - |
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