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ANWFX vs MSOPX
ANWFX vs MSOPX Comparison
Open Charts ANWFX vs MSOPX
American Funds New Perspective F2
Price$69.64
Change-$0.42 (-0.60%)
VolumeN/A
Net Assets155.64B
Morgan Stanley Inst Global Opp C
Price$33.28
Change-$0.33 (-0.98%)
VolumeN/A
Net Assets3.46B
ANWFX vs MSOPX Comparison Chart in %
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ANWFX vs. MSOPX commentary
Jul 15, 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: 156B vs. MSOPX (3.46B). ANWFX pays higher dividends than MSOPX: ANWFX (0.70) 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 : 16.65 vs. ANWFX (9.90). ANWFX return over 5 years is better than : 41.74 vs. MSOPX (-0.03).
| 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 | 12.704 | 14.522 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 3.46B | 4,503% |
| Annual Yield % from dividends | 0.70 | 0.00 | - |
| Returns for 1 year | 9.90 | 16.65 | 59% |
| Returns for 3 years | 47.69 | 48.70 | 98% |
| Returns for 5 years | 41.74 | -0.03 | -138,909% |
| Returns for 10 years | 82.53 | 110.23 | 75% |
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