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ANWFX vs MGKAX
ANWFX vs MGKAX Comparison
Open Charts ANWFX vs MGKAX
American Funds New Perspective F2
Price$58.65
Change+$0.50 (+0.86%)
VolumeN/A
Net Assets131.58B
Morgan Stanley Global Permanence A
Price$11.58
Change+$0.09 (+0.78%)
VolumeN/A
Net Assets3.49M
ANWFX vs MGKAX Comparison Chart
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ANWFX vs. MGKAX commentary
Apr 15, 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 ANWFX is a Buy and MGKAX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 132B vs. MGKAX (3.49M). MGKAX pays higher dividends than ANWFX: MGKAX (2.74) vs ANWFX (0.80). ANWFX was incepted earlier than MGKAX: ANWFX (17 years) vs MGKAX (6 years). MGKAX (4.69) is less costly to investors than ANWFX (0.52). MGKAX is a more actively managed with annual turnover of: 107.00 vs. ANWFX (24.00). ANWFX has a lower initial minimum investment than MGKAX: ANWFX (250) vs MGKAX (1000). ANWFX annual gain was more profitable for investors over the last year : 0.09 vs. MGKAX (-9.69). ANWFX return over 5 years is better than : 46.81 vs. MGKAX (27.03).
| ANWFX | MGKAX | ANWFX / MGKAX | |
| Total Expense Ratio | 0.52 | 1.35 | 39% |
| Annual Report Gross Expense Ratio | 0.52 | 4.69 | 11% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | -5.082 | 2.406 | -211% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 3.49M | 3,787,661% |
| Annual Yield % from dividends | 0.80 | 2.74 | 29% |
| Returns for 1 year | 0.09 | -9.69 | -1% |
| Returns for 3 years | 4.73 | -1.88 | -252% |
| Returns for 5 years | 46.81 | 27.03 | 173% |
| Returns for 10 years | 56.36 | N/A | - |
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