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ANWFX vs FMSRX
ANWFX vs FMSRX Comparison
Open Charts ANWFX vs FMSRX
American Funds New Perspective F2
Price$71.37
Change-$0.10 (-0.14%)
VolumeN/A
Net Assets159.19B
Frontier MFG Global Sustainable Svc
Price$17.01
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets31.8M
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 (0.78) vs ANWFX (0.70). ANWFX was incepted earlier than FMSRX: ANWFX (17 years) vs FMSRX (5 years). FMSRX (1.99) is less costly to investors than ANWFX (0.52). FMSRX is a more actively managed with annual turnover of: 43.00 vs. ANWFX (24.00). ANWFX has a lower initial minimum investment than FMSRX: ANWFX (250) vs FMSRX (10000). FMSRX (16.20) and ANWFX (15.75) have marching annual gain over last year.
| ANWFX | FMSRX | ANWFX / FMSRX | |
| Total Expense Ratio | 0.52 | 0.95 | 55% |
| Annual Report Gross Expense Ratio | 0.52 | 1.99 | 26% |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | 15.504 | 16.724 | 93% |
| 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 | 0.70 | 0.78 | 90% |
| Returns for 1 year | 15.75 | 16.20 | 97% |
| Returns for 3 years | 34.76 | 53.20 | 65% |
| Returns for 5 years | 39.28 | N/A | - |
| Returns for 10 years | 88.22 | N/A | - |
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