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ANWFX vs MGTSX
ANWFX vs MGTSX Comparison
Open Charts ANWFX vs MGTSX
American Funds New Perspective F2
Price$67.21
Change+$0.35 (+0.52%)
VolumeN/A
Net Assets149.96B
Morgan Stanley Inst Global Opp R6
Price$39.79
Change+$0.34 (+0.86%)
VolumeN/A
Net Assets3.39B
ANWFX vs MGTSX Comparison Chart
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ANWFX vs. MGTSX commentary
Jun 06, 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 Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 150B vs. MGTSX (3.39B). ANWFX pays higher dividends than MGTSX: ANWFX (0.73) 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 : 21.99 vs. ANWFX (11.20). ANWFX return over 5 years is better than : 44.60 vs. MGTSX (20.16).
| 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 | 8.772 | 12.010 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150B | 3.39B | 4,430% |
| Annual Yield % from dividends | 0.73 | 0.00 | - |
| Returns for 1 year | 11.20 | 21.99 | 51% |
| Returns for 3 years | 30.46 | 42.57 | 72% |
| Returns for 5 years | 44.60 | 20.16 | 221% |
| Returns for 10 years | 77.70 | 147.34 | 53% |
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