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ANWFX vs MSOPX
ANWFX vs MSOPX Comparison
Open Charts ANWFX vs MSOPX
American Funds New Perspective F2
Price$63.08
Change+$0.41 (+0.65%)
VolumeN/A
Net Assets144.81B
Morgan Stanley Inst Global Opp C
Price$29.76
Change+$0.09 (+0.30%)
VolumeN/A
Net Assets3.16B
ANWFX vs MSOPX Comparison Chart
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ANWFX vs. MSOPX 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 MSOPX is a Hold.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 145B vs. MSOPX (3.16B). ANWFX pays higher dividends than MSOPX: ANWFX (1.03) vs MSOPX (0.00). ANWFX was incepted earlier than MSOPX: ANWFX (16 years) vs MSOPX (10 years). ANWFX is a more actively managed with annual turnover of: 17.00 vs. MSOPX (11.00). ANWFX has a lower initial minimum investment than MSOPX: ANWFX (250) vs MSOPX (1000). MSOPX (16.34) and ANWFX (15.65) have marching annual gain over last year. ANWFX return over 5 years is better than : 32.82 vs. MSOPX (4.71).
| ANWFX | MSOPX | ANWFX / MSOPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 10 years | - |
| Gain YTD | 2.088 | 2.409 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 3.16B | 4,590% |
| Annual Yield % from dividends | 1.03 | 0.00 | - |
| Returns for 1 year | 15.65 | 16.34 | 96% |
| Returns for 3 years | 2.82 | -13.34 | -21% |
| Returns for 5 years | 32.82 | 4.71 | 696% |
| Returns for 10 years | 78.93 | N/A | - |