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ANWPX vs MLMCX
ANWPX vs MLMCX Comparison
Open Charts ANWPX vs MLMCX
American Funds New Perspective A
Price$59.16
Change-$2.45 (-3.98%)
VolumeN/A
Net Assets139.04B
Morgan Stanley Instl Global Core C
Price$18.46
Change-$0.86 (-4.45%)
VolumeN/A
Net Assets37.86M
ANWPX vs MLMCX Comparison Chart
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ANWPX vs. MLMCX 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 MLMCX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 139B vs. MLMCX (37.9M). ANWPX pays higher dividends than MLMCX: ANWPX (0.58) vs MLMCX (0.00). ANWPX was incepted earlier than MLMCX: ANWPX (52 years) vs MLMCX (9 years). MLMCX (3.12) is less costly to investors than ANWPX (0.73). ANWPX is a more actively managed with annual turnover of: 24.00 vs. MLMCX (18.00). ANWPX has a lower initial minimum investment than MLMCX: ANWPX (250) vs MLMCX (1000). MLMCX annual gain was more profitable for investors over the last year : 5.81 vs. ANWPX (2.90). MLMCX return over 5 years is better than : 104.23 vs. ANWPX (69.24).
| ANWPX | MLMCX | ANWPX / MLMCX | |
| Total Expense Ratio | 0.73 | 2.10 | 35% |
| Annual Report Gross Expense Ratio | 0.73 | 3.12 | 23% |
| Fund Existence | 52 years | 9 years | - |
| Gain YTD | -0.805 | -2.078 | 39% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 37.9M | 366,755% |
| Annual Yield % from dividends | 0.58 | 0.00 | - |
| Returns for 1 year | 2.90 | 5.81 | 50% |
| Returns for 3 years | 3.96 | 20.75 | 19% |
| Returns for 5 years | 69.24 | 104.23 | 66% |
| Returns for 10 years | 64.54 | N/A | - |
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