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ANWFX vs MSOPX
ANWFX vs MSOPX Comparison
Open Charts ANWFX vs MSOPX
American Funds New Perspective F2
Price$65.65
Change-$0.74 (-1.11%)
VolumeN/A
Net Assets149.21B
Morgan Stanley Inst Global Opp C
Price$32.05
Change-$0.44 (-1.35%)
VolumeN/A
Net Assets3.37B
ANWFX vs MSOPX Comparison Chart
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ANWFX vs. MSOPX commentary
May 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 Buy and MSOPX is a Buy.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 149B vs. MSOPX (3.37B). ANWFX pays higher dividends than MSOPX: ANWFX (0.78) vs MSOPX (0.00). ANWFX was incepted earlier than MSOPX: ANWFX (17 years) vs MSOPX (10 years). MSOPX (1.94) is less costly to investors than ANWFX (0.52). ANWFX is a more actively managed with annual turnover of: 24.00 vs. MSOPX (19.00). ANWFX has a lower initial minimum investment than MSOPX: ANWFX (250) vs MSOPX (1000). MSOPX annual gain was more profitable for investors over the last year : 15.46 vs. ANWFX (7.18). ANWFX return over 5 years is better than : 51.42 vs. MSOPX (15.38).
| ANWFX | MSOPX | ANWFX / MSOPX | |
| Total Expense Ratio | 0.52 | 1.94 | 27% |
| Annual Report Gross Expense Ratio | 0.52 | 1.94 | 27% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 6.247 | 11.803 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 3.37B | 4,420% |
| Annual Yield % from dividends | 0.78 | 0.00 | - |
| Returns for 1 year | 7.18 | 15.46 | 46% |
| Returns for 3 years | 33.00 | 37.73 | 87% |
| Returns for 5 years | 51.42 | 15.38 | 334% |
| Returns for 10 years | 70.46 | 108.54 | 65% |
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