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ANWPX vs MLMIX
ANWPX vs MLMIX Comparison
Open Charts ANWPX vs MLMIX
American Funds New Perspective A
Price$58.65
Change+$4.28 (+7.87%)
VolumeN/A
Net Assets122.54B
Morgan Stanley Instl Global Core I
Price$19.75
Change+$1.66 (+9.18%)
VolumeN/A
Net Assets33.43M
ANWPX vs MLMIX Comparison Chart
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ANWPX vs. MLMIX commentary
Apr 11, 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 Buy and MLMIX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 123B vs. MLMIX (33.4M). ANWPX pays higher dividends than MLMIX: ANWPX (0.58) vs MLMIX (0.18). ANWPX was incepted earlier than MLMIX: ANWPX (52 years) vs MLMIX (9 years). MLMIX (1.99) is less costly to investors than ANWPX (0.73). ANWPX is a more actively managed with annual turnover of: 24.00 vs. MLMIX (18.00). ANWPX has a lower initial minimum investment than MLMIX: ANWPX (250) vs MLMIX (1000000). MLMIX annual gain was more profitable for investors over the last year : -5.97 vs. ANWPX (-9.70). MLMIX return over 5 years is better than : 67.99 vs. ANWPX (35.93).
| ANWPX | MLMIX | ANWPX / MLMIX | |
| Total Expense Ratio | 0.73 | 1.00 | 73% |
| Annual Report Gross Expense Ratio | 0.73 | 1.99 | 37% |
| Fund Existence | 52 years | 9 years | - |
| Gain YTD | -12.462 | -13.775 | 90% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 33.4M | 368,263% |
| Annual Yield % from dividends | 0.58 | 0.18 | 325% |
| Returns for 1 year | -9.70 | -5.97 | 163% |
| Returns for 3 years | -5.78 | 12.89 | -45% |
| Returns for 5 years | 35.93 | 67.99 | 53% |
| Returns for 10 years | 42.33 | N/A | - |
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