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ANWFX vs MGTSX
ANWFX vs MGTSX Comparison
Open Charts ANWFX vs MGTSX
American Funds New Perspective F2
Price$74.09
Change+$0.15 (+0.20%)
VolumeN/A
Net Assets164.14B
Morgan Stanley Inst Global Opp R6
Price$41.30
Change-$0.12 (-0.29%)
VolumeN/A
Net Assets3.51B
ANWFX vs MGTSX Comparison Chart in %
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ANWFX vs. MGTSX commentary
Oct 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 Hold.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 164B vs. MGTSX (3.51B). ANWFX pays higher dividends than MGTSX: ANWFX (0.67) 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). ANWFX annual gain was more profitable for investors over the last year : 14.92 vs. MGTSX (12.41). ANWFX return over 5 years is better than : 41.83 vs. MGTSX (2.03).
| 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 | 19.906 | 17.263 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164B | 3.51B | 4,675% |
| Annual Yield % from dividends | 0.67 | 0.00 | - |
| Returns for 1 year | 14.92 | 12.41 | 120% |
| Returns for 3 years | 58.25 | 59.40 | 98% |
| Returns for 5 years | 41.83 | 2.03 | 2,065% |
| Returns for 10 years | 105.21 | 165.94 | 63% |
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