Ad is loading...
ANWFX vs MSOPX
ANWFX vs MSOPX Comparison
Open Charts ANWFX vs MSOPX
American Funds New Perspective F2
Price$58.89
Change-$2.44 (-3.98%)
VolumeN/A
Net Assets139.04B
Morgan Stanley Inst Global Opp C
Price$27.66
Change-$1.42 (-4.88%)
VolumeN/A
Net Assets3.02B
ANWFX vs MSOPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ANWFX vs. MSOPX commentary
Apr 04, 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 Hold and MSOPX is a Hold.
FUNDAMENTALS
Fundamentals
ANWFX has more cash in the bank: 139B vs. MSOPX (3.02B). ANWFX pays higher dividends than MSOPX: ANWFX (0.80) vs MSOPX (0.00). ANWFX was incepted earlier than MSOPX: ANWFX (17 years) vs MSOPX (10 years). MSOPX (1.96) is less costly to investors than ANWFX (0.52). ANWFX is a more actively managed with annual turnover of: 24.00 vs. MSOPX (11.00). ANWFX has a lower initial minimum investment than MSOPX: ANWFX (250) vs MSOPX (1000). ANWFX annual gain was more profitable for investors over the last year : 3.10 vs. MSOPX (0.90). ANWFX return over 5 years is better than : 70.15 vs. MSOPX (30.64).
| ANWFX | MSOPX | ANWFX / MSOPX | |
| Total Expense Ratio | 0.52 | 1.96 | 27% |
| Annual Report Gross Expense Ratio | 0.52 | 1.96 | 27% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | -0.744 | 0.069 | -1,082% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 3.02B | 4,597% |
| Annual Yield % from dividends | 0.80 | 0.00 | - |
| Returns for 1 year | 3.10 | 0.90 | 343% |
| Returns for 3 years | 4.32 | -8.81 | -49% |
| Returns for 5 years | 70.15 | 30.64 | 229% |
| Returns for 10 years | 65.10 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers