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ANWFX vs MGKQX
ANWFX vs MGKQX Comparison
Open Charts ANWFX vs MGKQX
American Funds New Perspective F2
Price$64.67
Change-$0.78 (-1.19%)
VolumeN/A
Net Assets147.51B
Morgan Stanley Global Permanence R6
Price$12.53
Change-$0.08 (-0.63%)
VolumeN/A
Net Assets4.22M
ANWFX vs MGKQX Comparison Chart
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ANWFX vs. MGKQX commentary
Feb 23, 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 StrongBuy and MGKQX is a Hold.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 148B vs. MGKQX (4.22M). ANWFX pays higher dividends than MGKQX: ANWFX (1.03) vs MGKQX (0.17). ANWFX was incepted earlier than MGKQX: ANWFX (17 years) vs MGKQX (6 years). MGKQX is a more actively managed with annual turnover of: 107.00 vs. ANWFX (17.00). 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 : 10.67 vs. MGKQX (-3.29). ANWFX return over 5 years is better than : 35.05 vs. MGKQX (18.21).
| ANWFX | MGKQX | ANWFX / MGKQX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 4.661 | 9.720 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 4.22M | 3,507,109% |
| Annual Yield % from dividends | 1.03 | 0.17 | 588% |
| Returns for 1 year | 10.67 | -3.29 | -324% |
| Returns for 3 years | 15.01 | 8.95 | 168% |
| Returns for 5 years | 35.05 | 18.21 | 193% |
| Returns for 10 years | 74.13 | N/A | - |
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