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ANWPX vs MLMAX
ANWPX vs MLMAX Comparison
Open Charts ANWPX vs MLMAX
American Funds New Perspective A
Price$63.02
Change+$0.60 (+0.96%)
VolumeN/A
CapitalizationN/A
Morgan Stanley Instl Global Core A
Price$21.05
Change+$0.15 (+0.72%)
VolumeN/A
CapitalizationN/A
ANWPX vs MLMAX Comparison Chart
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ANWPX vs. MLMAX commentary
Dec 24, 2024
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 Buy and MLMAX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 143B vs. MLMAX (36.7M). ANWPX pays higher dividends than MLMAX: ANWPX (0.83) vs MLMAX (0.39). ANWPX was incepted earlier than MLMAX: ANWPX (52 years) vs MLMAX (9 years). MLMAX is a more actively managed with annual turnover of: 18.00 vs. ANWPX (17.00). ANWPX has a lower initial minimum investment than MLMAX: ANWPX (250) vs MLMAX (1000). MLMAX annual gain was more profitable for investors over the last year : 26.35 vs. ANWPX (14.06). MLMAX return over 5 years is better than : 61.31 vs. ANWPX (36.01).
| ANWPX | MLMAX | ANWPX / MLMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 52 years | 9 years | - |
| Gain YTD | 13.370 | 25.447 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 36.7M | 389,646% |
| Annual Yield % from dividends | 0.83 | 0.39 | 215% |
| Returns for 1 year | 14.06 | 26.35 | 53% |
| Returns for 3 years | -3.22 | 19.57 | -16% |
| Returns for 5 years | 36.01 | 61.31 | 59% |
| Returns for 10 years | 75.05 | N/A | - |
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