Ad is loading...
ANWFX vs MGKCX
ANWFX vs MGKCX Comparison
Open Charts ANWFX vs MGKCX
American Funds New Perspective F2
Price$58.30
Change+$0.30 (+0.52%)
VolumeN/A
Net Assets131.19B
Morgan Stanley Global Permanence C
Price$10.93
Change+$0.04 (+0.37%)
VolumeN/A
Net Assets3.48M
ANWFX vs MGKCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ANWFX vs. MGKCX commentary
Apr 18, 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 MGKCX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 131B vs. MGKCX (3.48M). MGKCX pays higher dividends than ANWFX: MGKCX (2.49) vs ANWFX (0.80). ANWFX was incepted earlier than MGKCX: ANWFX (17 years) vs MGKCX (6 years). MGKCX (5.69) is less costly to investors than ANWFX (0.52). MGKCX is a more actively managed with annual turnover of: 107.00 vs. ANWFX (24.00). ANWFX has a lower initial minimum investment than MGKCX: ANWFX (250) vs MGKCX (1000). ANWFX annual gain was more profitable for investors over the last year : 1.33 vs. MGKCX (-9.56). ANWFX return over 5 years is better than : 41.08 vs. MGKCX (15.94).
| ANWFX | MGKCX | ANWFX / MGKCX | |
| Total Expense Ratio | 0.52 | 2.10 | 25% |
| Annual Report Gross Expense Ratio | 0.52 | 5.69 | 9% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | -5.648 | 1.966 | -287% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 3.48M | 3,763,286% |
| Annual Yield % from dividends | 0.80 | 2.49 | 32% |
| Returns for 1 year | 1.33 | -9.56 | -14% |
| Returns for 3 years | 4.41 | -4.29 | -103% |
| Returns for 5 years | 41.08 | 15.94 | 258% |
| Returns for 10 years | 54.58 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...