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ANWFX vs MGORX
ANWFX vs MGORX Comparison
Open Charts ANWFX vs MGORX
American Funds New Perspective F2
Price$61.33
Change+$0.36 (+0.59%)
VolumeN/A
Net Assets137.47B
Morgan Stanley Inst Global Opp IR
Price$34.92
Change+$0.14 (+0.40%)
VolumeN/A
Net Assets2.97B
ANWFX vs MGORX Comparison Chart
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ANWFX vs. MGORX commentary
Apr 03, 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 Hold.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 137B vs. MGORX (2.97B). 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 : 2.47 vs. ANWFX (1.95). ANWFX return over 5 years is better than : 67.02 vs. MGORX (40.81).
| 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 | -1.327 | -1.361 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.97B | 4,608% |
| Annual Yield % from dividends | 0.80 | 0.00 | - |
| Returns for 1 year | 1.95 | 2.47 | 79% |
| Returns for 3 years | 3.71 | 0.32 | 1,169% |
| Returns for 5 years | 67.02 | 40.81 | 164% |
| Returns for 10 years | 64.13 | N/A | - |
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