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ANWPX vs MLNAX
ANWPX vs MLNAX Comparison
Open Charts ANWPX vs MLNAX
American Funds New Perspective A
Price$59.16
Change-$2.45 (-3.98%)
VolumeN/A
Net Assets139.04B
Morgan Stanley Instl Glbl Concntr A
Price$22.08
Change-$0.93 (-4.04%)
VolumeN/A
Net Assets265.59M
ANWPX vs MLNAX Comparison Chart
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ANWPX vs. MLNAX commentary
Apr 05, 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 MLNAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 139B vs. MLNAX (266M). ANWPX pays higher dividends than MLNAX: ANWPX (0.58) vs MLNAX (0.00). ANWPX was incepted earlier than MLNAX: ANWPX (52 years) vs MLNAX (9 years). MLNAX (1.41) is less costly to investors than ANWPX (0.73). MLNAX is a more actively managed with annual turnover of: 51.00 vs. ANWPX (24.00). ANWPX initial investment is less costly to investors than MLNAX (5%) vs MLNAX (5%). ANWPX has a lower initial minimum investment than MLNAX: ANWPX (250) vs MLNAX (1000). MLNAX annual gain was more profitable for investors over the last year : 8.85 vs. ANWPX (2.39). MLNAX return over 5 years is better than : 124.40 vs. ANWPX (69.24).
| ANWPX | MLNAX | ANWPX / MLNAX | |
| Total Expense Ratio | 0.73 | 1.35 | 54% |
| Annual Report Gross Expense Ratio | 0.73 | 1.41 | 52% |
| Fund Existence | 52 years | 9 years | - |
| Gain YTD | -0.805 | -0.605 | 133% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 266M | 52,256% |
| Annual Yield % from dividends | 0.58 | 0.00 | - |
| Returns for 1 year | 2.39 | 8.85 | 27% |
| Returns for 3 years | 2.60 | 33.66 | 8% |
| Returns for 5 years | 69.24 | 124.40 | 56% |
| Returns for 10 years | 63.30 | N/A | - |
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