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ANWPX vs MCEGX
ANWPX vs MCEGX Comparison
Open Charts ANWPX vs MCEGX
American Funds New Perspective A
Price$58.41
Change+$1.02 (+1.78%)
VolumeN/A
Net Assets129.28B
BlackRock Unconstrained Equity Inv C
Price$12.45
Change+$0.22 (+1.80%)
VolumeN/A
Net Assets1.21B
ANWPX vs MCEGX Comparison Chart
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ANWPX vs. MCEGX commentary
Apr 12, 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 ANWPX is a Hold and MCEGX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 129B vs. MCEGX (1.21B). ANWPX pays higher dividends than MCEGX: ANWPX (0.58) vs MCEGX (0.00). ANWPX was incepted earlier than MCEGX: ANWPX (52 years) vs MCEGX (19 years). MCEGX (2.05) is less costly to investors than ANWPX (0.73). MCEGX is a more actively managed with annual turnover of: 31.00 vs. ANWPX (24.00). ANWPX has a lower initial minimum investment than MCEGX: ANWPX (250) vs MCEGX (1000). ANWPX annual gain was more profitable for investors over the last year : -2.64 vs. MCEGX (-14.36). ANWPX return over 5 years is better than : 46.03 vs. MCEGX (4.71).
| ANWPX | MCEGX | ANWPX / MCEGX | |
| Total Expense Ratio | 0.73 | 1.95 | 37% |
| Annual Report Gross Expense Ratio | 0.73 | 2.05 | 36% |
| Fund Existence | 52 years | 19 years | - |
| Gain YTD | -5.957 | -11.184 | 53% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 1.21B | 10,635% |
| Annual Yield % from dividends | 0.58 | 0.00 | - |
| Returns for 1 year | -2.64 | -14.36 | 18% |
| Returns for 3 years | 3.77 | -6.14 | -61% |
| Returns for 5 years | 46.03 | 4.71 | 977% |
| Returns for 10 years | 53.30 | -9.26 | -576% |
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