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ANWFX vs MGTSX
ANWFX vs MGTSX Comparison
Open Charts ANWFX vs MGTSX
American Funds New Perspective F2
Price$69.42
Change-$0.35 (-0.50%)
VolumeN/A
Net Assets155.94B
Morgan Stanley Inst Global Opp R6
Price$40.54
Change-$0.20 (-0.49%)
VolumeN/A
Net Assets3.48B
ANWFX vs MGTSX Comparison Chart in %
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ANWFX vs. MGTSX commentary
Jul 16, 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 MGTSX is a Hold.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 156B vs. MGTSX (3.48B). ANWFX pays higher dividends than MGTSX: ANWFX (0.70) vs MGTSX (0.00). ANWFX was incepted earlier than MGTSX: ANWFX (17 years) vs MGTSX (12 years). MGTSX (0.87) is less costly to investors than ANWFX (0.52). ANWFX is a more actively managed with annual turnover of: 24.00 vs. MGTSX (19.00). ANWFX has a lower initial minimum investment than MGTSX: ANWFX (250) vs MGTSX (5000000). MGTSX annual gain was more profitable for investors over the last year : 20.60 vs. ANWFX (9.14). ANWFX return over 5 years is better than : 41.46 vs. MGTSX (15.94).
| ANWFX | MGTSX | ANWFX / MGTSX | |
| Total Expense Ratio | 0.52 | 0.87 | 60% |
| Annual Report Gross Expense Ratio | 0.52 | 0.87 | 60% |
| Fund Existence | 17 years | 12 years | - |
| Gain YTD | 12.348 | 15.673 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 3.48B | 4,483% |
| Annual Yield % from dividends | 0.70 | 0.00 | - |
| Returns for 1 year | 9.14 | 20.60 | 44% |
| Returns for 3 years | 45.62 | 60.33 | 76% |
| Returns for 5 years | 41.46 | 15.94 | 260% |
| Returns for 10 years | 80.79 | 145.42 | 56% |
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