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ANWFX vs MGTSX
ANWFX vs MGTSX Comparison
Open Charts ANWFX vs MGTSX
American Funds New Perspective F2
Price$60.97
Change+$0.35 (+0.58%)
VolumeN/A
Net Assets137.47B
Morgan Stanley Inst Global Opp R6
Price$34.88
Change+$0.14 (+0.40%)
VolumeN/A
Net Assets2.96B
ANWFX vs MGTSX Comparison Chart
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ANWFX vs. MGTSX commentary
Apr 02, 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: 137B vs. MGTSX (2.96B). ANWFX pays higher dividends than MGTSX: ANWFX (0.80) vs MGTSX (0.00). ANWFX was incepted earlier than MGTSX: ANWFX (17 years) vs MGTSX (12 years). MGTSX (0.88) is less costly to investors than ANWFX (0.52). ANWFX is a more actively managed with annual turnover of: 24.00 vs. MGTSX (11.00). 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 : 2.51 vs. ANWFX (1.95). ANWFX return over 5 years is better than : 67.02 vs. MGTSX (40.82).
| ANWFX | MGTSX | ANWFX / MGTSX | |
| Total Expense Ratio | 0.52 | 0.88 | 59% |
| Annual Report Gross Expense Ratio | 0.52 | 0.88 | 59% |
| Fund Existence | 17 years | 12 years | - |
| Gain YTD | -1.327 | -1.363 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.96B | 4,624% |
| Annual Yield % from dividends | 0.80 | 0.00 | - |
| Returns for 1 year | 1.95 | 2.51 | 78% |
| Returns for 3 years | 3.71 | 0.32 | 1,168% |
| Returns for 5 years | 67.02 | 40.82 | 164% |
| Returns for 10 years | 64.13 | 128.85 | 50% |
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