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ANWFX vs MLMCX
ANWFX vs MLMCX Comparison
Open Charts ANWFX vs MLMCX
American Funds New Perspective F2
Price$64.67
Change-$0.78 (-1.19%)
VolumeN/A
Net Assets147.51B
Morgan Stanley Instl Global Core C
Price$20.62
Change-$0.30 (-1.43%)
VolumeN/A
Net Assets40.9M
ANWFX vs MLMCX Comparison Chart
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ANWFX vs. MLMCX commentary
Feb 23, 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 MLMCX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 148B vs. MLMCX (40.9M). ANWFX pays higher dividends than MLMCX: ANWFX (1.03) vs MLMCX (0.00). ANWFX was incepted earlier than MLMCX: ANWFX (17 years) vs MLMCX (9 years). MLMCX is a more actively managed with annual turnover of: 18.00 vs. ANWFX (17.00). ANWFX has a lower initial minimum investment than MLMCX: ANWFX (250) vs MLMCX (1000). MLMCX annual gain was more profitable for investors over the last year : 16.76 vs. ANWFX (10.67). MLMCX return over 5 years is better than : 53.65 vs. ANWFX (35.05).
| ANWFX | MLMCX | ANWFX / MLMCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 4.661 | 4.511 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 40.9M | 361,858% |
| Annual Yield % from dividends | 1.03 | 0.00 | - |
| Returns for 1 year | 10.67 | 16.76 | 64% |
| Returns for 3 years | 15.01 | 31.84 | 47% |
| Returns for 5 years | 35.05 | 53.65 | 65% |
| Returns for 10 years | 74.13 | N/A | - |
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