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ANWFX vs MGORX
ANWFX vs MGORX Comparison
Open Charts ANWFX vs MGORX
American Funds New Perspective F2
Price$63.08
Change+$0.41 (+0.65%)
VolumeN/A
Net Assets144.81B
Morgan Stanley Inst Global Opp IR
Price$36.13
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets3.16B
ANWFX vs MGORX Comparison Chart
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ANWFX vs. MGORX commentary
Jan 19, 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 MGORX is a Hold.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 145B vs. MGORX (3.16B). ANWFX pays higher dividends than MGORX: ANWFX (1.03) vs MGORX (0.00). ANWFX was incepted earlier than MGORX: ANWFX (16 years) vs MGORX (7 years). ANWFX is a more actively managed with annual turnover of: 17.00 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 : 19.60 vs. ANWFX (15.65). ANWFX return over 5 years is better than : 32.82 vs. MGORX (17.00).
| ANWFX | MGORX | ANWFX / MGORX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 7 years | - |
| Gain YTD | 2.088 | 2.467 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 3.16B | 4,590% |
| Annual Yield % from dividends | 1.03 | 0.00 | - |
| Returns for 1 year | 15.65 | 19.60 | 80% |
| Returns for 3 years | 2.82 | -5.89 | -48% |
| Returns for 5 years | 32.82 | 17.00 | 193% |
| Returns for 10 years | 78.93 | N/A | - |
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