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ANWFX vs MGORX
ANWFX vs MGORX Comparison
Open Charts ANWFX vs MGORX
American Funds New Perspective F2
Price$59.68
Change+$0.93 (+1.58%)
VolumeN/A
Net Assets132.87B
Morgan Stanley Inst Global Opp IR
Price$34.74
Change+$0.65 (+1.91%)
VolumeN/A
Net Assets2.91B
ANWFX vs MGORX Comparison Chart
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ANWFX vs. MGORX commentary
Apr 24, 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 MGORX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 133B vs. MGORX (2.91B). ANWFX pays higher dividends than MGORX: ANWFX (0.80) vs MGORX (0.00). ANWFX was incepted earlier than MGORX: ANWFX (17 years) vs MGORX (7 years). MGORX (0.86) is less costly to investors than ANWFX (0.52). ANWFX is a more actively managed with annual turnover of: 24.00 vs. MGORX (11.00). ANWFX has a lower initial minimum investment than MGORX: ANWFX (250) vs MGORX (5000000). MGORX annual gain was more profitable for investors over the last year : 2.16 vs. ANWFX (0.90). ANWFX return over 5 years is better than : 43.59 vs. MGORX (22.41).
| ANWFX | MGORX | ANWFX / MGORX | |
| Total Expense Ratio | 0.52 | 0.86 | 60% |
| Annual Report Gross Expense Ratio | 0.52 | 0.86 | 60% |
| Fund Existence | 17 years | 7 years | - |
| Gain YTD | -4.920 | -3.318 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 2.91B | 4,578% |
| Annual Yield % from dividends | 0.80 | 0.00 | - |
| Returns for 1 year | 0.90 | 2.16 | 42% |
| Returns for 3 years | 8.26 | 15.72 | 53% |
| Returns for 5 years | 43.59 | 22.41 | 195% |
| Returns for 10 years | 52.46 | N/A | - |
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