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ANWFX vs MLMCX
ANWFX vs MLMCX Comparison
Open Charts ANWFX vs MLMCX
American Funds New Perspective F2
Price$63.08
Change+$0.41 (+0.65%)
VolumeN/A
Net Assets144.81B
Morgan Stanley Instl Global Core C
Price$20.18
Change+$0.19 (+0.95%)
VolumeN/A
Net Assets38.95M
ANWFX vs MLMCX Comparison Chart
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ANWFX vs. MLMCX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 145B vs. MLMCX (38.9M). ANWFX pays higher dividends than MLMCX: ANWFX (1.03) vs MLMCX (0.00). ANWFX was incepted earlier than MLMCX: ANWFX (16 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 : 25.34 vs. ANWFX (15.65). MLMCX return over 5 years is better than : 49.26 vs. ANWFX (32.82).
| ANWFX | MLMCX | ANWFX / MLMCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | 2.088 | 2.281 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 38.9M | 372,751% |
| Annual Yield % from dividends | 1.03 | 0.00 | - |
| Returns for 1 year | 15.65 | 25.34 | 62% |
| Returns for 3 years | 2.82 | 22.30 | 13% |
| Returns for 5 years | 32.82 | 49.26 | 67% |
| Returns for 10 years | 78.93 | N/A | - |
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