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ANWPX vs MDEGX
ANWPX vs MDEGX Comparison
Open Charts ANWPX vs MDEGX
American Funds New Perspective A
Price$59.16
Change-$2.45 (-3.98%)
VolumeN/A
Net Assets139.04B
BlackRock Unconstrained Equity Inv A
Price$12.46
Change-$0.68 (-5.18%)
VolumeN/A
Net Assets1.31B
ANWPX vs MDEGX Comparison Chart
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ANWPX vs. MDEGX 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 ANWPX is a Hold and MDEGX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 139B vs. MDEGX (1.31B). ANWPX pays higher dividends than MDEGX: ANWPX (0.58) vs MDEGX (0.00). ANWPX was incepted earlier than MDEGX: ANWPX (52 years) vs MDEGX (19 years). MDEGX (1.22) is less costly to investors than ANWPX (0.73). MDEGX is a more actively managed with annual turnover of: 31.00 vs. ANWPX (24.00). ANWPX initial investment is less costly to investors than MDEGX (5%) vs MDEGX (5%). ANWPX has a lower initial minimum investment than MDEGX: ANWPX (250) vs MDEGX (1000). ANWPX annual gain was more profitable for investors over the last year : 2.39 vs. MDEGX (-8.24). ANWPX return over 5 years is better than : 69.24 vs. MDEGX (24.37).
| ANWPX | MDEGX | ANWPX / MDEGX | |
| Total Expense Ratio | 0.73 | 1.20 | 61% |
| Annual Report Gross Expense Ratio | 0.73 | 1.22 | 60% |
| Fund Existence | 52 years | 19 years | - |
| Gain YTD | -0.805 | -5.263 | 15% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 1.31B | 10,619% |
| Annual Yield % from dividends | 0.58 | 0.00 | - |
| Returns for 1 year | 2.39 | -8.24 | -29% |
| Returns for 3 years | 2.60 | -4.09 | -64% |
| Returns for 5 years | 69.24 | 24.37 | 284% |
| Returns for 10 years | 63.30 | -0.09 | -72,873% |
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