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ANWPX vs MLMAX
ANWPX vs MLMAX Comparison
Open Charts ANWPX vs MLMAX
American Funds New Perspective A
Price$58.41
Change+$1.02 (+1.78%)
VolumeN/A
Net Assets129.28B
Morgan Stanley Instl Global Core A
Price$19.28
Change+$0.39 (+2.06%)
VolumeN/A
Net Assets35.86M
ANWPX vs MLMAX Comparison Chart
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ANWPX vs. MLMAX 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 MLMAX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 129B vs. MLMAX (35.9M). ANWPX pays higher dividends than MLMAX: ANWPX (0.58) vs MLMAX (0.00). ANWPX was incepted earlier than MLMAX: ANWPX (52 years) vs MLMAX (9 years). MLMAX (2.32) is less costly to investors than ANWPX (0.73). ANWPX is a more actively managed with annual turnover of: 24.00 vs. MLMAX (18.00). ANWPX initial investment is less costly to investors than MLMAX (5%) vs MLMAX (5%). 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 : -0.68 vs. ANWPX (-2.64). MLMAX return over 5 years is better than : 74.56 vs. ANWPX (46.03).
| ANWPX | MLMAX | ANWPX / MLMAX | |
| Total Expense Ratio | 0.73 | 1.35 | 54% |
| Annual Report Gross Expense Ratio | 0.73 | 2.32 | 31% |
| Fund Existence | 52 years | 9 years | - |
| Gain YTD | -5.957 | -8.876 | 67% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 35.9M | 359,331% |
| Annual Yield % from dividends | 0.58 | 0.00 | - |
| Returns for 1 year | -2.64 | -0.68 | 386% |
| Returns for 3 years | 3.77 | 20.28 | 19% |
| Returns for 5 years | 46.03 | 74.56 | 62% |
| Returns for 10 years | 53.30 | N/A | - |
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