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ANWFX vs MGKQX
ANWFX vs MGKQX Comparison
Open Charts ANWFX vs MGKQX
American Funds New Perspective F2
Price$58.30
Change+$0.30 (+0.52%)
VolumeN/A
Net Assets131.19B
Morgan Stanley Global Permanence R6
Price$11.72
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets3.48M
ANWFX vs MGKQX Comparison Chart
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ANWFX vs. MGKQX 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 MGKQX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 131B vs. MGKQX (3.48M). MGKQX pays higher dividends than ANWFX: MGKQX (3.27) vs ANWFX (0.80). ANWFX was incepted earlier than MGKQX: ANWFX (17 years) vs MGKQX (6 years). MGKQX (21.25) is less costly to investors than ANWFX (0.52). MGKQX is a more actively managed with annual turnover of: 107.00 vs. ANWFX (24.00). ANWFX has a lower initial minimum investment than MGKQX: ANWFX (250) vs MGKQX (5000000). ANWFX annual gain was more profitable for investors over the last year : 1.33 vs. MGKQX (-7.57). ANWFX return over 5 years is better than : 41.08 vs. MGKQX (24.96).
| ANWFX | MGKQX | ANWFX / MGKQX | |
| Total Expense Ratio | 0.52 | 0.95 | 55% |
| Annual Report Gross Expense Ratio | 0.52 | 21.25 | 2% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | -5.648 | 2.364 | -239% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 3.48M | 3,763,286% |
| Annual Yield % from dividends | 0.80 | 3.27 | 24% |
| Returns for 1 year | 1.33 | -7.57 | -18% |
| Returns for 3 years | 4.41 | 0.46 | 959% |
| Returns for 5 years | 41.08 | 24.96 | 165% |
| Returns for 10 years | 54.58 | N/A | - |